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Contacts Overview
Contacts Overview

Learn how contacts are used in Casefleet and how to create contact records.

Meg Hall avatar
Written by Meg Hall
Updated over a week ago

Creating contacts at the beginning of your case provides a handy list of all the witnesses, parties, and other persons or entities that make up the cast of characters in your case. You'll also be able to link specific contacts to facts by typing the "@" key as you enter the text of a fact in your chronology. Linking contacts to facts is particularly important when it comes time to run reports on witnesses.

Global Contacts vs. Case Contacts

Contact records can be accessed in two different places within your Casefleet account:

  • The Contacts tab in the menu bar of a case. The list of contacts found here includes only those that have been assigned to the specific case file.

  • The global Contacts menu is accessible in the left-side toolbar. Contact record visibility in the Contacts menu is dependent upon your assigned permissions level:

    • Administrators and Standard users can see all contact records in the account

    • Limited users can see any contacts created by their user profile, as well as contacts assigned to any cases to which they have been given access.

To learn more about creating contacts and adding them to your case, click here.

Creating a Contact Alias

The Alias field in the contact form allows you to create a short name for a contact that will appear on your chronology and in your reports. To create a contact alias, simply enter the shortened name in the "Alias" field of the contact form. If you do not wish to create an alias, leave the field blank and the full contact name will continue to appear on your chronology and in your reports.

Setting a Contact's @-Name

Once a contact has been added to a case, you will be able to link the contact to facts using their "@ Name". A contact's @ Name is auto-generated upon creation but can be customized in the "@ Name" field on the contact record.

NOTE: A contact's @-Name must be unique for each individual contact.

When linking contacts to a fact the full contact name will still appear in the drop-down list, so it's easier to identify the correct contact:

Once a contact is tagged in a Fact using their @-Name, their name (or assigned alias) will appear on the Facts tab and in any reports:

To view a short video tutorial on working with Contacts, click here.

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