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Contacts
Tips for working with persons and entities in cases
Contacts OverviewLearn how contacts are used in Casefleet and how to create contact records.
Creating ContactsAdd new contacts wherever you create a new fact for your case.
Merging Contact RecordsCombine duplicate contacts by merging them into a single contact record.
Using Saved Views to Create Snapshots of ContactsSaved views is a time-saving tool that gives you the ability to save filter and column preferences so that you can recall them later.
Linking Contacts to FactsMention specific contacts in a fact to link them for improved search and filtering.
Contact Cards on the Facts TabView contact info directly from your chronology.
Conflicts CheckHow to conduct a basic conflicts check using Casefleet.