CaseFleet

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

Contacts Overview

Add new contacts wherever you create a new fact for your case.

Import a set of contacts to your case via a CSV file.

Combine duplicate contacts by merging them into a single contact record.

Saved views is a time-saving tool that gives you the ability to save filter and column preferences so that you can recall them later.

Mention specific contacts in a fact to link them for improved search and filtering.

View contact info directly from your chronology.

How to conduct a basic conflicts check using CaseFleet.

Tips for working with persons and entities in cases

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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