Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Organize your contact list through your Address Book!

1. To access your address book, navigate to your Account Settings by clicking your name and then Account.

...


Image Added
2. Then click Address Book

...


Image Added

3. Either search by Contact Name, and/or Filter by Contact Type.

...


Image Added

Add a New Contact

1. To add a new contact, click

...

Image Added

2. Fill out your New Contact's information, then click Save.

...


Image Added

3. You are able to choose a contact Type between Contact (client), Agent, Lawyer, or Company.

...


Image Added

4. By selecting Company, the Name fields will disappear. Fill out the company information, then hit Save.

...

Content by Label
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@12d3e
showSpacefalse
sortmodified
reversetrue
typepage
cqllabel = "general" and type = "page" and space = "RKB"
labelsLogin Password

...

hiddentrue

...



Image Added