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

To view all of your contacts, select the Contacts View button.

Smokeball will show your Contacts in the center. Similar to matters, key information, such as the client's name, phone number, address, etc. are indicated by the grey column headers (1). You can also quick search for a contact using the tool in the upper right (2). Contacts are paginated to ensure speedy load times, and you can move between pages using the numbers at the bottom of the screen (3). Select the folders in the left pane to filter Contact types by role or occupation (4). Note: Contacts will only be sorted into these folders if they are already assigned to the role/occupation in an existing matter. 

Additional navigation options

• You can filter 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.

Viewing a contact card

Double-clicking on any contact will open the 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 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.