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How to Add, Edit and Delete Contacts for Clients

This guide explains how to add, modify, or remove individuals and entities within a client's profile.

To manage contacts for a client, select the specific client profile from your Management Dashboard and selecting the specific client profile. From there, select People & Entities from the side navigation menu

Adding a New Contact

  1. Click Add Contact on the top right of the page and choose the appropriate Contact Type.

  2. Enter the contact details.

  3. Click Create Contact to save.

Important Note: Currently, relationship types are relevant for what can be added in the Heritage Map, and otherwise specific questions related to family members in our document creation workflow. It is best practice to fill in relationship type from the Heritage Map directly to map to the appropriate individual.

Editing or Deleting Contacts

  • To Edit: Click the three dots (...) next to the contact name, select View Details, make your changes, and click Update Contact. You can also click the row for the contact and open up the card this way.

  • To Delete: Click the three dots (...) next to the contact name and select Delete Contact. You must click Confirm in the pop-up window to finalize the removal. You can also click the row for the contact and access delete from the top-right within the card using the trash icon.

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