Contact Tags in CARET Legal help organize and give your Contacts some extra context. This feature is great for exporting a Contact list out of CARET Legal for mail merge purposes.
To edit the tags that are already in CARET Legal:
- Select Firm Settings from the drop-down menu beside your avatar.
- In Firm Settings click Matters & Contacts from the vertical menu bar and select Contact Tags from the expanded menu.
- You now have two options:
- Click the Edit icon to change the Name field.
- Click + to create a New Contact Tag.