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.
Navigate to the Contacts Tab
Contacts
Click New to add a Contact
Add Contact Details
- Add Contact name and title information for your new Contact
- Add Address Information for your new Contact
- Add Address Information for your new Contact
- Click Save to save your New Contacts information in the Advologix system
- Optionally, select Save & New to go directly to a NEW blank contact form to add another New Contact
Any field with a red line is a required field and must be filled in to save the record.