How to delete a task under contact?
1. Click on the Contacts tab present on the nap bar.
2 - Under the contact tab, click on the contact you want to delete the task for.
3 - A new window will open, go to Tasks tab. Click on the 3 dots icon
4 - On clicking 3 dots a trash icon appear click on it to delete a task.
5 - Click on confirm.
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How do I close a contact?
Open the Contacts section. Locate the contact you want to archive/deactivate. Click on the Active/Archived section. The contact will move to the Active/Archived list.How do I edit a task?
Open the Tasks module. Locate the task you want to edit (use search or filters by status, priority, or assignee). Click the task title or the Edit icon next to it. Make the necessary changes (title, description, due date, priority, assignee, or ...How to create a task in the calendar section.
Click Add in the calendar and select Task. Enter the task details. Add a notification (optional). Link a matter and upload files (optional). Click Save.How to add a new contact?
Go to the contacts module Click on “Add Contact” A contact creation form will appear and fill in the required details such as: Full name Email address Phone number Address Click “Save” or “Create contact”How do I edit an existing contact’s information?
Steps to update the existing contact in the MatterSuite 1. Login to MatterSuite. 2. In the navigation bar, go to the "Contacts" tab. 3. Find the contact you want to update from the list. 4. Click the "Edit icon" next to the contact. 5. Update the ...