Contacts View

Once you enter contacts into Smokeball – or your contacts have been imported during your initial configuration process– they will be available for your review on the Contacts page.

If you are new to Smokeball and wish to have your Contacts imported into Smokeball, review Contact Imports and send your Contacts to your Account Manager.

Contacts View basics

1. Select the Contacts View from the Smokeball main screen.
2. Use one of the following methods to filter your contacts:
   • Select a folder to filter your Contacts by role or occupation.
     • Note: Contacts will only be included in these folders if they are already assigned this role in an existing matter. 
   • Select a custom tag to filter your contacts by custom tags.
     • Custom Contact Tags can be used to further organize, categorize, and email market to Contacts. Learn more about Contact Tags.
   • Use the numerical and alphabetical filters to jump to any Contact. 
     • Double click on any contact to open a new window.
   • You can also use the quick search bar to find contacts.

Viewing a contact card

• Use the tabs to jump to the Contact Details, any Matters associated with the contact, or send marketing emails to the contact using Smokeball's integration with Campaign Monitor.
  • Review or edit any contact details under the Name & Contact Details tabs.
    • The Additional Details tab will allow you to include additional information, such as marital status, date of birth, and identification numbers.
    • Note: Smokeball has a lot of additional fields available to use in additional details, and any field can be used to fill in Templates & Forms.
  • Review, add, or remove contact tags.

Did You Know

• You can export any contact list to a CSV file.
  • The export will only include contacts which are shown on the Contacts page after you have applied filters. 

• You can also create contacts using the action button on your home screen. 
  • Note: Any contact created with this method will not be associated with any matters until it is used in an existing matter. The best practice is to always create contacts from within a matter.

• You can use Copy Details to copy a contact’s phone number(s), email address, and address and paste to another document. 

• All your contacts are available on the Smokeball Mobile App. 
  • Learn more about using your Contacts on the Mobile App.