When you single click any party within the Matter Details area, the party’s contact information appears in Contact Details on the right of the matter window. From here, you can draft an email or letter to the party or view and edit additional contact information.
How to View Contact Details:
1. Single-click on the desired contact in the Matter Details area and Contact Details will show under widgets
2. From the Contact Details, you can Create a Letter or View Contact Card
Did you know...
You can choose to:
- drag and rearrange or
- remove widgets from a matter