Manage Contacts
How To Create And Manage Your Contacts In ZenCase
By Christine and 3 others4 authors23 articles
- Perform Conflict Check For New Contacts
- Find A Contact Or Client
- View Contacts And Save Custom Filters
- Create A Contact
- Create A New Client
- Edit A Contact
- Add a Connection for a Contact
- Add a Memo for a Contact
- Add Custom Information for a Contact
- View Or Add A Matter For A Contact
- Add an Event for a Contact
- Add a Role or Rate Assignment for a Client
- Add a Charge for a Client
- Add a Document for a Client
- View A Client Ledger And Client Balance
- Add a Trust Transaction for a Client
- Setup LEDES Billing For Client
- Setup Custom LEDES Template For Clients
- Setup Charge Interest For Clients
- Merge Multiple Contacts
- Delete A Contact
- View History Audits For A Contact
- Practice Pro - How to create Custom Record Templates for Client Intake