How do I associate Entities with Contacts?
Contacts are used to connect to entities and relationships and represent various individuals or institutions. Contacts can be an attorney, internal or external director or a company with any types Method 1: Entity to Contact Click the Contact menu option on the left. Click the Entities tab on the top right navigation tab . Click to connect…
How do I manage The Contact Types?
Contact types used to classify various individual or institutional connections. Steps: On the main page, click to access Settings. Go to Contacts. Click to add a new Contact Type or to edit an existing one. In the pop-up window, add the new Contact Type‘s name, description, and whether compliance is required. Click Save & Close.
How do I add Companies?
Contacts can be grouped by companies. Steps: On the main page, click to access Settings. Go to Companies. Click to add a new Company or to edit an existing one. In the pop-up window, add the new Company‘s details. Click Save & Close. Note: Once Contacts are associated with a Company, the Contacts will make up the Company’s Compliance…
How do I add Calendar Date Types?
Steps: On the main page, click to access Settings. Go to Calendar. On the left, you’ll find a table with the customizable Date types. Select the module to which you’d like to add a Date Subtype, then on the right of the screen, click . In the pop-up window, add the Date Subtype‘s name, the…