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Editing a contact's details

  • Changes made to contact cards will automatically apply to any matter that contact is involved with.
  • Changing a contact’s email address will change their login within the Stakeholder Portal.
  • Changing a contact’s email address will associate that contact to any existing matters which already have that email in use.
  • If an incorrect stakeholder is added to a matter, we do not recommend editing their contact card. Remove the incorrect contact and add the right one instead.

Editing Contacts

Section titled “Editing Contacts”

Editing contact information can be done:

Within a matter
Section titled “Within a matter”
  1. Select Edit on the Stakeholders contact card
  2. Open the relevant group to find it’s data point
  3. Add or edit the information
  1. Save
Within your Contact settings
Section titled “Within your Contact settings”
  1. Navigate to the Contacts area located in the left-hand sidebar
  2. Search via name, email, phone number or organisation
  1. Select the desired contact
  2. Follow steps 2 - 4 above

Default Contact Fields

Section titled “Default Contact Fields”

By default the following fields are provided on a stakeholder’s contact card:

  • Information
    • Forename
    • Middle Name
    • Surname
    • Email
    • Phone Number
    • Organisation
  • Notes: an area to save any extra information related to the stakeholder.
  • Matters: a list of matters the stakeholder is involved with.
  • Shared Forms: any forms that are currently shared with that stakeholder.
  • Documents: a place to upload and store any documents relating to the stakeholder.
  • Xero Contact: a place to link your contact with Xero.