Entities / Contacts
Tips for working with persons, organizations, and other types of entities in cases
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.