- Click on Contacts in the Menu Bar at the top of the screen.
- On the Contacts List, click +New.
- Select if the Contact will be a Person or a Company.
- Enter the Contact information.
- Check the Possible Matches section for duplicates.
- If it is a duplicate, click on the Contact name and proceed.
- If it is not a duplicate, then click on Continue.
- Fill in the Role, Personal Information, and Primary Contact information.
- Click an option to save the Contact.
- Save & Close - Create the Contact and close it.
- Save & Open - Create the Contact and continue to work on it with additional options. (i.e. create a Matter for the Contact.)
Modified on: Mon, 14 Aug, 2017 at 3:47 PM
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