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Contacts

  • CARET Legal - How to Export Contacts
  • Can I restrict users from editing Contacts?
  • How do I create a new contact?
  • How can I duplicate Contact Information?
  • How do I assign a Contact to a Matter?
  • How do I add a Rate Card to a Contact?
  • What is the difference between a contact's Matter Role and a Contact Type?
  • How do I add contact types?
  • How do I find a Contact quickly?
  • How do I Use Tags or Keywords to Search in Matters and Contacts?
  • How do I Delete a Contact?
  • How can I copy Contact Information quickly?
  • How Can I Use Contact Tags?
  • Can I Edit Contact Tags?
  • Are my Email Contacts automatically saved to my CARET Legal Contacts?
  • How do I Remove a Contact From a Matter?
  • How do I add custom Matter Roles to a Matter Contact?
  • What is a Firm Collaborator?
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