View and edit contacts

Available on Smokeball Grow and Prosper+

All contacts imported or created in Smokeball can be viewed in the Contacts View. To access your contacts:

  1. Select Contacts from the left panel.
    • Alternatively, type the name of the contact in the Quick Search bar.
  2. Double-click on the contact to open the Contact Card, where you can edit the contact.
    Learn more about entering contact information.
  3. Select Save once you are done editing.

Organise your Contacts View

Right-click on the heading row at the top of the Contacts List to hide and display column information.

You can also use the left panel to show a specific list of contacts based on contact tag.

View contact details in a matter

By single-clicking on a party in the Matter Details section, you can view their contact information in the Contact Details section on the right side of the matter window. This allows you to draft an email or letter to the party, or make any necessary changes to their contact information.

Select the desired contact in the Matter Details area, and Contact Details will show under Matter Widgets.

You can use the Contact Details to create a letter or view the contact card.

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