Editing a Contact from a Matter

Modified on Tue, 10 Jan 2023 at 10:12 PM

There are several options for editing a contact from a matter.

The first option is to edit participant custom data. This will not update the contact record, it will only be for the matter in question.

To edit and update the participant's custom data

  1. Open a matter
  2. Under 'Parties', hover over the name of the party you wish to edit and select 'Edit Data'
    edit data button when you hover over a party on a matter

The second option is to edit the contact record via the matter. When accessing a contact record from a matter, some information such as their name will be greyed out and cannot be edited. To edit this information you will need to open the contact record outside of the matter, e.g. through the search bar.

To edit and update the contact record via the matter

  1. Open a matter
  2. Click on the participant you wish to edit
  3. You will be taken to the contact record, then select the 'Edit' button

    edit contact button on a contact record

Related Articles:

- Editing a Contact

- Quick-Add Contact For for New Matters

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