Overview

• Anti-Money Laundering Fields For Contacts
• Add Additional Phone & Messaging Information to Contacts
• When I change the contact name format , will it update the contact format in existing matters?
• How to Change your Contact Name Format
• Using Contact Relationships with a Company Contact Record
• How to remove a Contact Picture?
• Unable to delete a contact record
• Export Your Contacts List
• Contact Gender Classifications
• Exporting Contacts from Actionstep
• Contact Relationships
• Contact FAQ
• Why can't I update the name of certain contacts?
• Can I change the email address associated with a login?
• How do I reassign matters, unfinished tasks, and participant roles for a user?
• Creating a Contact Record
• Contact Records