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.
Note: These User Guides will be updated as more features are added and revised. Check in frequently for more information.
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:
- Name (with links to their main contact pages)
- Phone Number
- Company
- Job Title
- Location
Use the drop-down menus and Manage Filters button to select exactly what contact information you want to display on the screen.
Click on the Plus sign next to Location to bring up the Customize Table Columns menu. You can search for Available Columns and move them to the Selected Columns section. Click Apply to save or Cancel to back out. Click Reset to Default to go back to the original settings.
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
- Matters
- Vendors
- Legal Entities
- Practice Areas
We'll go through these tabs here.
Overview
The Overview tab delivers key information about the contact, including:
- Contract Attributes, including Contact Type, First Name, Last Name, Email, Phone Number, Address 1, Address 2, City, Company, State/Province, Postal Code, Location, and Role
- An Activity Log outlining recent activity on the file. Click View all to see the full activity log.
Hover over the different Arttributes fields and click on the pencil Edit symbol to adjust them.
Matters
The Matters tab will show all matters the contact is associated with. 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. Click on Download Data to download the data in an .XLSX file.
The main page of the Matters tab will show the Client Matter ID, Roles in the matter, Permissions with the matter, and an Actions tab. Use the up/down arrows next to each column to sort by that column. Use the Manage Filters drop-down menu to choose what you'd like to display on the screen.
Click on the Plus sign next to Permissions to bring up the Customize Table Columns menu. You can search for Available Columns and move them to the Selected Columns section. Click Apply to save or Cancel to back out. Click Reset to Default to go back to the original settings.
Vendors
The Vendors tab will show all vendors the contact is associated with. Use the search bar to search for different vendors; you can also use the drop-down menu to display the number of associated vendors on the page. Click on Download Data to download the data in an .XLSX file.
The main page of the Vendors tab will show key information. Use the up/down arrows next to each column to sort by that column. Use the Manage Filters drop-down menu to select what you'd like to display on the screen.
Click on the Plus sign next to Permissions to bring up the Customize Table Columns menu. You can search for Available Columns and move them to the Selected Columns section. Click Apply to save or Cancel to back out. Click Reset to Default to go back to the original settings.
Legal Entities
The Legal Entities tab will show all legal entities the contact is associated with. Use the search bar to search for different legal entities; you can also use the drop-down menu to display the number of associated legal entities on the page.
The main page of the Legal Entities tab will show key information. Use the up/down arrows next to each column to sort by that column. Use the Manage Filters drop-down menu to select what you'd like to display on the screen.
Practice Areas
The Practice Areas tab will show all practice areas the contact is associated with. Use the search bar to search for different practice entities; you can also use the drop-down menu to display the number of associated legal entities on the page.
The main page of the Practice Areas tab will show key information. Use the up/down arrows next to each column to sort by that column. Use the Manage Filters drop-down menu to select what you'd like to display on the screen.