ZenCase

You can view a specific contact and edit details about any contact in ZenCase. Simply start by going to the Contacts list page and search or filter for a contact. You can then click on the contact's name from the contacts table. This will bring you to the contact details page.

Contacts that are not clients will have details specific to the contact, however there will be no billing details available for the contact.

Client contacts will have additional billing details and tabs available for the contact.

From the contact details page, you should automatically be redirected to the "Details" tab.

You can view and edit the following details for your contact:

- Contact is a person (radio option)
- Contact is an organization (radio option)
- Contact is a client (checkbox option)
- Title
- Company Name
- Bio
- Tags (select dropdown)
- Phone Numbers
- Email Addresses
- Addresses

- Contact is billable
- LEDES enabled (when LEDES is enabled in Firm Settings)
- Require UTBMS Codes (when LEDES is enabled in Firm Settings)
- Default Billing Type (select dropdown)
- Billing Cycle (select dropdown)
- Billing Notes
- Minimum Trust Balance

- These are contact custom fields defined by administrators with access to Firm Settings

- General Information
  - Contact is a person (radio option)
  - Contact is an organization (radio option)
  - Contact is a client (checkbox option)
  - Title
  - Company Name
  - Bio
  - Tags (select dropdown)
  - Phone Numbers
  - Email Addresses
  - Addresses
- Billing Information (For Clients Only)
  - Contact is billable
  - LEDES enabled (when LEDES is enabled in Firm Settings)
  - Require UTBMS Codes (when LEDES is enabled in Firm Settings)
  - Default Billing Type (select dropdown)
  - Billing Cycle (select dropdown)
  - Billing Notes
  - Minimum Trust Balance
- Additional Information
  - These are contact custom fields defined by administrators with access to Firm Settings

All changes are auto-saved and shown at the top right corner

You will see "Changed Detected" when you are actively editing

You will see "Changes Saved" when auto saved

- You will see "Changed Detected" when you are actively editing
- You will see "Changes Saved" when auto saved

On the Contacts page, you can select multiple contacts in the table with the checkbox. Then Click on "Bulk Actions" and select your action.

Bulk editing supports the following actions:

- Mark as billable
- Mark as non-billable
- Mark as clients
- Mark as non-clients
- Edit Billing Cycle
- Edit Default Billing Type
- Edit LEDES Enabled
- Edit Require UTBMS Codes

Once you've selected an action from "Bulk Actions", then enter the value in the pop up window and click "Save".

You should see the items successfully updated in the table. You may need to refresh the page to view updates.

Overview

View and Edit A Contact

How To Edit Contacts In Bulk