Contacts can be associated with a client and can be assigned as the main contact for invoices, cases, and letters.
How-to
Add a contact
Navigate to the Contacts tab.
Select + New Contact.
Select the contact type and other relevant information.
Click Create.
Once you have created the contact, you can view their associated cases, letters, invoices and payments.
Create a new contact type
If you have different contact types from the ones in the platform, you can create your own.
Navigate to the Contacts tab.
Either select + New Contact or click the Action (•••) drop-down and edit a contact that you would like to create a new contact type for.
Click Type, and scroll to the bottom of the list.
Select + Add Type.
Enter the name of your new contact type.
Proceed with the rest of the Create/Edit Contact process, and then click Create/Save when you are done.
When creating a new contact or editing an existing one, you will now see the new contact type in the Contact Type list. For example, in the following screenshot, we can see the new Guardian contact type in the drop-down list.
