Contacts
Everything you need to know about contact entry in Smokeball.
- Create a new contact
- View and edit contacts
- View Matters related to a Contact
- Adding multiple contacts to matter details
- Delete a contact or remove duplicate contact cards
- Using the Safe Custody register
- Apply contact tags
- Manage contacts on the Smokeball Mobile App
- Adding branches to contacts
- Adding a party's Matter Reference (Your Ref)
- Enter a Trustee or Executor as a Contact
- How to mark a party as Deceased