Quick Add Contact
There are two ways that you can add a new contact in ZenCase.
The first option is to use the Quick Add "+" icon next to your name in the top navigation menu and select "Contact" from the quick add menu.
Add Contact From Contacts List Page
The second option is to go to the Contacts list page. From the left navigation, click "Contacts" or the contacts icon that has 3 people avatars.
Once you are on the Contacts list page, click the "Add Contact" button.
After you click the add contact button, then you will see a new window which you can fill out your contact information and click "Save"
Please Fill Out The Following Fields To Create A Contact:
In the left bar, select Originator.
In the left bar, select Manager.
Enter Person Name or Organization Name.
Check the "Contact is a client" checkbox if needed
Select Status.
Options: Active, Inactive, Prospective, Archived, Closed.
Enter title.
Select Company Name.
Enter Client Number if needed.
Note: ZenCase will automatically generate a new number if you do not enter a custom number. You can enter a custom client number if needed.Select tags.
Click the "+" button for Phone Numbers
You must click the "Save" button after entering a new phone number.
Click the "+" button for Email addresses
You must click the "Save" button after entering a new email address.
Click the "+" button for Addresses
You must click the "Save" button after entering a new address.
Enter company website.
Enter bio.
Enter any "Additional Information" which will be configured by your firm administrator. If there are none, then your firm administrator has not required any custom fields.
After you've successfully created a contact, you should be redirected to the Contact details page where you can view enter more details about your new contact.
Import Contacts for ZenCase Admins
If you are an admin in ZenCase, you also have the ability to import contacts into ZenCase via a CSV file.
Visit the Import Members, Contacts, and Matters page for more information.
If you have any questions, please let us know!