How do I manage related contacts of a matter?
1. Click on the Matters tab present on the nap bar.
2. Select the matter for which you want to manage related contacts.
3. Select the Details tab, and click on the edit button.
4. Under the Related Contacts field, click on the Manage Contacts option.
5. Add the related contacts and click on the Save button.
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How can I delete contact in matter?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to manage related contacts. 3. Select the Details tab, and click on the edit button. 4. Under the Contacts field, click on the delete icon on your contact and ...How do I link contact to matter?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to link the contact. 3. Under the Details, tab click on the Manage Contacts option. 4. Add or link the clients from the drop-down list and click on the Save ...How can I manage custom fields in a Contact?
1. Click on the Contacts tab present on the nap bar. 2. Select the contact for which you want to add the custom field. 3. Select the custom fields option and manage the fields accordingly.Where can I put details related to the matter?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to delete the phone log. 3. Click on Details tab and then click on the pencil icon on the right of your screen. 4. Add your details, click on the Save button.How can I check my Contact’s matter?
Following are the steps for checking the Contact's matter in MatterSuite's Contact Management feature. 1. Click on the Contacts tab present on the nap bar. 2- Click on the contact you wish to check the Matters. Under Contact’s Matter, you can see the ...