Overview
You can add a connection to any matter in ZenCase. By creating a connection for a matter, you can establish specific contacts or members with roles and notes that will be associated with your matter.
How To Add A Connection For A Matter
You can create a connection to view all of the contacts and members related to your matter.
You can add new connections to your matter or import matter connections via CSV.
Go to the Matters list page
Select a matter in the table by clicking the matter's name
On the specific matter detail's page, click the "Connections" tab
Click "Add Connection"
Select Organization/Person which is a contact or member
Select Relationship Role
Enter Title
Enter Note
Click the checkmark icon under the "Actions" column
You have now successfully added a new matter connection.
If you select the contact in the connections table with the checkbox, you can click the "Conflict Check" button to perform a conflict check for that connection.
If you have any questions or comments, let us know!