Entities / Contacts
Tips for working with persons, organizations, and other types of entities in cases
By Ann1 author7 articles
- Entities / Contacts OverviewLearn how entities (formerly contacts) are used in Casefleet and how to create entity records.
- Creating Entities / ContactsAdd new entities wherever you create a new fact for your case.
- Merging Entities / Contact RecordsCombine duplicate entities by merging them into a single entity record.
- Using Saved Views to Create Snapshots of Entities / 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 Entities / Contacts to FactsMention specific entities in a fact to link them for improved search and filtering.
- Entity Cards on the Facts TabView entity info directly from your chronology.
- Conflicts CheckHow to conduct a basic conflicts check using Casefleet.