Navigate to the Matters section and open the quick link for the “Linked Contacts” tab. This page displays a list of all contacts that are linked to the matter. You can view the details of a contact, edit, or remove a linked contact.
Clicking on the details icon to the left of the name of a contact opens a pop-up window displaying the contact details. From this screen you can select the Edit button to make any changes to the contact information, or remove the link to the matter.
To add a linked contact to a matter:
- Click on the “+Linked Contact” button
- In the Search contact field, start typing the name of the contact you want to link and select it. You can preview the details of the selected contact by clicking on the Open button next to the search field.
- In the field Connection Type, select the type of connection that this contact has to the matter, for example, the contact could be a client, judge, defendant, co-counsel, appraiser, etc. The data labels for Connection Type can be edited in the Contacts tab of the Customization Section of Account Administration.
