Keah Mroz (Customer) asked a question.
How can I link an existing contact to a matter?
- Cheri Bardin (Customer)
Once you open the matter, you would select the contact (card) it the appropriate designation. In other words, is it a client? or what role would that contact play in the matter. Leap is matter driven as opposed to TimeMatters that was contacts first, then matters (if you were a form TM user!) Not sure if I'm answering your question, but I hope so!
Expand Post
Once you open the matter, you would select the contact (card) it the appropriate designation. In other words, is it a client? or what role would that contact play in the matter. Leap is matter driven as opposed to TimeMatters that was contacts first, then matters (if you were a form TM user!) Not sure if I'm answering your question, but I hope so!