Can I Edit Contact Tags?

  • Updated
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:
  1. Select Firm Settings from the drop-down menu beside your avatar.


  2. 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.

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