CaseFleet Help Center
Go to CaseFleet
All Collections
Contacts

Contacts

Tips for working with persons and entities in cases

8 articles
Meg Hall avatarCharlotte Sassi avatar
Written by Meg Hall and Charlotte Sassi

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 Inline

Add new contacts wherever you create a new fact for your case.
Meg Hall avatar
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.
Meg Hall avatar
Written by Meg Hall. Updated over a week ago

Merging Contact Records

Combine duplicate contacts by merging them into a single contact record.
Meg Hall avatar
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.
Charlotte Sassi avatar
Written by Charlotte Sassi. Updated over a week ago

Linking Contacts to Facts

See connections clearly; simplify litigation preparation.
Meg Hall avatar
Written by Meg Hall. Updated over a week ago

Contact Cards on the Facts Tab

View contact info directly from your chronology.
Meg Hall avatar
Written by Meg Hall. Updated over a week ago

Conflicts Check

How to conduct a basic conflicts check using CaseFleet.
Meg Hall avatar
Written by Meg Hall. Updated over a week ago
CaseFleet Help Center
  • Facebook
  • Twitter
  • LinkedIn
Intercom logoWe run on Intercom