AdvologixPM

How do I edit a contact?

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You can edit a contact to add or modify data. Contacts are a core component of a good Case Management system. Thanks to the Force.com platform, AdvologixPM has the best in class platform to build our legal contact management system.  Contacts may optionally be assigned to an Account which provides relevant business hierarchy for Contacts within organizations. Contacts are very critical for profiling Matter relationships such as co-counsel, opposition, insurance reps, and so on.

Contacts Tab

Contacts TAB

Click the Contacts Tab.

Navigate to a Contact List View
  1. Use the drop-down menu to highlight the appropriate Contact List View
  2. Click GO to navigate to the Contact List View chosen

 

Choose Contact To Edit

Choose Contact To Edit

Click Edit next to the desired contact you wish to edit.

Edit Contact Details

Edit Contact Details
  1. Add or modify the desired Contact information.
  2. Click Save to save your changes.
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