Contact Editor

From ContactsLaw Documentation
Revision as of 09:53, 6 June 2024 by Bradley Smith (talk | contribs) (Created page with "The '''contact editor''' allows you to update information about a contact. In the Desktop App, you can open the editor either by clicking one of the section headings on the summary, or by right-clicking a contact hyperlink and choosing the ''Edit'' command. The editor is divided into several tabs corresponding to different aspects of the contact. == Contact == == CRM == none|thumb|The CRM tab. == Communications == File:...")
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)

The contact editor allows you to update information about a contact.

In the Desktop App, you can open the editor either by clicking one of the section headings on the summary, or by right-clicking a contact hyperlink and choosing the Edit command.

The editor is divided into several tabs corresponding to different aspects of the contact.

Contact

CRM

The CRM tab.

Communications

The communications tab.

Correspondence

The correspondence tab.

Notes

The notes tab.

Related Contacts

The related contacts tab.

Financial

The financial tab.

Fields

Tags

The tags tab.

Client

The information in this section relates to a pre-release version of ContactsLaw and is not representative of the final product.

Used to grant/revoke guest access to a client's matters.

Retrieved from "https://docs.contactslaw.com.au/index.php?title=Contact_Editor&oldid=785"