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Using the Address Book / Managing Contacts

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Using the Address Book

The Address Book contains a directory of all essential contacts for your organization. To open the book, click on the Address Book link on the left-hand navigation bar.

On the top of the screen, you'll see a section detailing the number of Total Contacts, Internal Contacts, and External Contacts.

Below that section, you'll see a Search Bar that allows you to search directly for a contact. Additionally, you'll see a drop-down menu that allows you to display the number of contacts per page, as well as a Download option that enables you to download the information in CSV format.

The main Contacts section displays the contact:

  • First Name (with links to their main contact pages)
  • Last Name
  • Email
  • Phone Number
  • Company
  • Job Title
  • Location

Editing / Managing Contacts

Click on the link on the contact's First Name to go directly to their Contact page. The Contact page is divided into five tabs:

  • Overview
  • Pending Invoices
  • Contact Affiliations
  • Calendar Management
  • Settings

We'll go through these tabs here.

Note that you can also use the main Actions button on a contact detail page to:

  • Edit the contact
  • Deactivate the contact
  • Resend Email invite
  • Manage API Key
  • Directly email the contact

Overview

The Overview tab delivers key information about the contact, including:

  • Contact Name (click on Add contact photo to add a photo to their contact information)
  • Contract and Module Attributes
  • An Activity Log  

Pending Invoices

The Pending Invoices tab will show all pending invoices the contact is associated with. Use the search bar to search for different invoices; you can also use the drop-down menu to display the number of associated invoices on the page.

The main page of the Pending Invoices tab will show the Invoice Number, Amount, Received Date, Subject, and Matter associated with the contact. Use the up/down arrows next to each column to sort by that column. Click on the link in the Invoice Number section or the Matter section to go directly to that link.

Contact Affiliations

Use the menu within Contact Affiliations to view which Matters, Vendors, Legal Entities, and Practice Areas the user is associated with (if applicable). To open a corresponding record (e.g., matter, vendor, etc.), click on the hyperlinked name.

The Matters tab displays the matter Name, associated Roles, and Permissions. Use the search bar to search for different matters; you can also use the drop-down menu to display the number of associated matters on the page. Use the up/down arrows next to each column to sort by that column.

The Vendors tab displays the vendor Name, Counsel Exchange Access, Counsel Exchange Admin, Additional Counsel Exchange Roles, Labels, and Permissions. Use the search bar to search for different matters; you can also use the drop-down menu to display the number of associated vendors on the page. Use the up/down arrows next to each column to sort by that column.

The Legal Entities tab displays the entity Name, Roles, and Permissions. Use the search bar to search for different matters; you can also use the drop-down menu to display the number of associated entities on the page. Use the up/down arrows next to each column to sort by that column.

The Practice Areas tab displays any practice area details for the user. 

Calendar Management

Use the Calendar Management section to view calendar synchronizations with Apple Calendar, Google Calendar, Microsoft Outlook, or other calendar applications. Use the search bar to search for different tasks and events calendars; you can also use the drop-down menu to display the number of associated tasks and event calendars on the page. Use the up/down arrows next to each column to sort by that column.

The main screen will display a Shared by name, the Created at time, the Last sync at time, and the option to Revoke Access under Actions.

Settings

Under Settings, you'll be able to tweak some of the important contact settings. Click on the Edit (pencil) or +add buttons to edit or add:

  • User Role
  • User Team(s)
  • Invoice Approval Authority
  • Invoice Notifications
  • Legal Entity
  • Default Template
  • Time Zone (select from the drop-down menu or toggle to set automatically)

You can also see the Last Logged In, Forced Logout On, and Login Preference information.

Managing Users

To deactivate users, go to the Settings section and click on Common Module.

From there, open up Users. 

Here, you can Deactivate users from the three-button Actions menu. 

You can also use the Bulk Actions menu and the check boxes on the left-hand side of the screen to deactivate/activate users in bulk. 

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Unity ELM End User Guides

Getting Started with Unity ELM 13
Financials in Unity ELM 1
Matters in Unity ELM 7
Invoices in Unity ELM 12
Accruals in Unity ELM 2
Vendors in Unity ELM 7
Budgets in Unity ELM 5
Calendar in Unity ELM 2
Tasks in Unity ELM 2
Timekeepers in Unity ELM 4
Reporting in Unity ELM 9
Admin Settings in Unity ELM 30
Bulk Actions Tool in Unity ELM 3
Rule Management in Unity ELM 4
Integrations & Add-Ons for Unity ELM 6
DaaS (Data as a Service) for Unity ELM 1

Other Resources

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