Client
How can I search/filter a particular task under contacts?
1. Click on the Contacts tab present on the nap bar. 2- Click on the contact you want to search/filter a particular task. 3 - Under Tasks tab you can type in search bar.
How to mark task as completed?
1. Click on the Contacts tab present on the nap bar. 2- Click on the contact you want to check the completed tasks for, then click on tasks section. 3 - Goto to Tasks tab, click on the tick icon please in the front of the task to mark task as ...
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 ...
How to edit a task under a contact?
1. Click on the Contacts tab present on the nap bar. 2 - Under the contact tab, click on the contact you want to edit the task for. 3 - A new window will open, go to the Tasks tab, then click on the pencil icon to edit the task.
How to add a task under a contact?
1. Click on the Contacts tab present on the nap bar. 2 - Select a Contact in which you want to add a task. 3 - Select Task tab and click on the New Task button. 4 - A window will open. Fill in the task details, and click the Save button.
How does the folder structure work in MatterSuite?
When a Contact is created a folder is automatically created with the client's name. Similarly when a Matter is created a folder is automatically created with client's name followed by the matter's name inside the client's folder.
How do I create a contact folder in a contact tab?
When a Contact is created a folder is automatically created with the client's name.
How to add an email log for a contact?
1 - Click on the Contacts tab present on the nap bar. 2 - Select contact you want to add an email log for. 3 - A window will open, then click on communications, Then click on "new message log" 4 - Click on “New Message Log” button. 5 - A new Add Log ...
How to delete an email log for a contact?
1 - Go to the Contact tab. 2 - Now go to the contact from where you want to delete the email log and click on the phone option. 3 - A window will open, go on the communication tab and then click on the email logs below. Click on the delete icon.
How to edit email logs for a contact?
1- Go to the Contact tab. 2- Go to the contact you want to edit the email log for, Click on the Email Log given with the contact. A window will open, under email logs, click on the edit icon. Make the Necessary Changes and Click Save.
How to delete a Phone Log for a contact?
1 - Go to the Contact tab and click on Contact from which you want to delete a phone log. 2- Go to the Communication tab -> then select the Phone log option. Click on the delete icon on the log that you want to delete present in front of the log.
How to edit phone logs for a contact?
1. Click on the Contacts tab present on the nap bar. 2 - Go to the contact you want to edit the phone log for, then click on "phone" You can see all Logs under communication. 3 - Click on the edit icon on the log. 4 - Make the Necessary changes & ...
How to add a phone log for a contact?
1. Click on the Contacts tab present on the nap bar. 2 - Click on the contact you want to add a phone log for. 3 - Select the Communication tab and then click on the "New Message Log" button. 4 - A new "Add Log" form will open. Select the “Phone“ ...
How can I check my contact’s associated matter?
1. Click on the Contacts tab present on the nap bar. 2 - Click on the Contact you wish to check the Associated Matters. 3 - Scroll down to see a column for Associated Matters.
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 ...
Where can I see my Contact information?
1. Click on the Contacts tab present on the nap bar. 2 - Click on the contact you wish to check the information. 3 - You can see all the information related to the contact in the Dashboard tab.
How can I Filter contacts?
1. Click on the Contacts tab present on the nap bar. 2 - Click on the Type to search bar and filter your clients according to first name, last name, company name, contact type, and contact status. You can filter the contacts by ‘contact type’ or ...
How can I Edit Contact?
1. Click on the Contacts tab present on the nap bar. 2. Click on the pencil icon in the details of the contact you wish to edit & update the details that appear on the screen such as company, email address number, another address if any, 3 - Click on ...
How can you add a New Contact?
1. Click on the Contacts tab present on the nap bar. 2 - Click on the "Add Contact" button to add a new contact. 3 - If you wish to add a client/company, click the person/company button & fill in the details in the new contact form, and click save.
How can I mark a task as complete?
1. Click on the Contacts tab present on the nap bar. 2. Click on the Contact for which you want to mark a task as complete. 3. Click on the Tasks tab, then click on the tick icon "Mark as completed" present on the right-hand side of the task.
How can I add a Contact Photo?
1. Click on the Contacts tab present on the nap bar. 2. Click on the contact for which you want to add the photo. 3. Click on the photo icon and upload your contact photo.
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.
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