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Contacts

Managing contacts

Contact usage

It is possible to find out all the places where a Contact is being used by clicking the appropriate
View Usage
 link in the Contacts list.
Displaying Contact on the Contacts tab.
This will display a modal which will list all of the places that the contact is being used. A contact may be used in:
  1. A matter
  2. A document
  3. A contact - if the contact exists in your list as a result of importing it as an appointment when using Companies House search (see Searching Companies House data).
    Contact usage.
    .

Editing contacts in the contacts list

To edit a contact from the Contacts list:
  1. Navigate to the
    Contacts
     page in Contract Express and select the appropriate contact name.
  2. Update the contact as required and click
    Save and Close
    .
The Contact entry will be updated.

Editing contacts from a document

To edit a Contact from a Document:
  1. Open a Document that contains contacts and either modify a Contact inline or click
    Change
     to replace it with an alternative.
    note
    If the checkbox
    Save to Contacts
     is selected, any changes made to the Contact within the document will overwrite the entry in your main list of Contacts.
  2. Continue editing the document if required and click
    Save and Continue
     when finished to save the document and all its contacts.

This article applies to:

  • Product: Contract Express