Widgets: Contact Details

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Widgets: Contact Details

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 (1) Create a Letter or (2) View Contact Card

Did you know...

  • You can choose to hide or rearrange widgets from a matter

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