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:
Client Number is optional
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.Person Name or Organization Name
Check the "Contact is a client" checkbox if needed
Phone Numbers are optional
Email addresses are optional
Addresses are optional
Bio is optional
After you've successfully created a contact, you should be redirected to the Contact details page where you can view 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!