Manage Contacts

How To Create And Manage Your Contacts In ZenCase

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15 articles in this collection
Written by Christine Clark

Find A Contact Or Client In ZenCase

How To Find A Contact Or Client By Search Or Filtering In ZenCase
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Written by Christine Clark
Updated over a week ago

View Contacts And Save Custom Filters

How To View Contacts And Save Custom Filters In ZenCase
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Written by Christine Clark
Updated over a week ago

Create A Contact

How To Create Contacts In ZenCase
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Written by Christine Clark
Updated over a week ago

Edit A Contact

How To Edit A Specific Contact In ZenCase
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Written by Christine Clark
Updated over a week ago

Add A Connection For A Contact

How To Add A Connection For A Contact In ZenCase
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Written by Christine Clark
Updated over a week ago

Add A Memo For A Contact

How To Add A Memo For A Contact In ZenCase
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Written by Christine Clark
Updated over a week ago

Add Custom Information For A Contact

How To Add Custom Information For A Contact In ZenCase
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Written by Christine Clark
Updated over a week ago

View Or Add A Matter For A Contact

How To View Or Add A Matter For A Contact In ZenCase
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Written by Christine Clark
Updated over a week ago

Add An Event For A Contact

How To Add An Event For A Contact In ZenCase
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Written by Christine Clark
Updated over a week ago

Add A Role Or Rate Assignment For A Client

How To Add A Role Or Rate Assignment For A Client In ZenCase
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Written by Christine Clark
Updated over a week ago

Add A Charge For A Client

How To Add A Charge For A Client In ZenCase
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Written by Christine Clark
Updated over a week ago

Add A Document For A Client

How To Add A Document For A Client In ZenCase
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Written by Christine Clark
Updated over a week ago

View A Client Ledger And Client Balance

How To View A Client Ledger And Client Balance In ZenCase
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Written by Christine Clark
Updated over a week ago

Add A Trust Transaction For A Client

How To Add A Trust Transaction For A Client In ZenCase
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Written by Christine Clark
Updated over a week ago

View History Audits For A Contact

How To View History Audits For A Contact In ZenCase
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Written by Christine Clark
Updated over a week ago