New custom Matter Roles can be added in Firm Settings.
To add a custom Matter Role:
- Select the down arrow in the top right and select Firm Settings from the drop-down menu.
- Click Matters & Contacts on the left navigation bar and select Matter Contact Roles from the expanded menu.
- Click + in the top right to display the New Contact Role field. Enter the role and click the checkbox to create the new role.
- The new role displays in the Matter Contact Roles list where you can click the Edit icon to color code the role and click Save to accept the change.
- Navigate to your list of Matters.
- Click the link under Matter No to display the Matter details.
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Click + to display the Add Matter Contact modal.
Complete the fields:
- Enter or select a Contact from the drop-down list.
- Select the new Role you created from the drop-down list.
- Enter or select a Contact from the drop-down list.
- Click Save to complete the process.