Contacts

Tips for working with persons and entities in cases

6 articles in this collection
Written by Meg Hall and Charlotte Burns

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 Burns
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

Contacts Overview

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

Written by Meg Hall
Updated over a week ago

Linking Contacts to Facts

See connections clearly; simplify litigation preparation.

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

Conflicts Check

How to conduct a basic conflicts check using CaseFleet.

Written by Meg Hall
Updated over a week ago