Contacts
Tips for working with persons and entities in cases
8 articles
Written by Meg Hall and Charlotte Sassi
Contacts Overview
Learn how contacts are used in CaseFleet and how to create contact records.Written by Meg Hall. Updated over a week ago
Creating Contacts Inline
Add new contacts wherever you create a new fact for your case.Written by Meg Hall. Updated over a week ago
Bulk Upload Case Contacts
Import a set of contacts to your case via a CSV file.Written by Meg Hall. Updated over a week ago
Merging Contact Records
Combine duplicate contacts by merging them into a single contact record.Written by Meg Hall. Updated over a week ago
Using Saved Views to Create Snapshots of Contacts
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.Written by Charlotte Sassi. Updated over a week ago
Linking Contacts to Facts
See connections clearly; simplify litigation preparation.Written by Meg Hall. Updated over a week ago
Contact Cards on the Facts Tab
View contact info directly from your chronology.Written by Meg Hall. Updated over a week ago
Conflicts Check
How to conduct a basic conflicts check using CaseFleet.Written by Meg Hall. Updated over a week ago