How to Add Contact Information for a Client

Learn How to Add Client's Contact Information to Streamline Your Communication Process on eCourtDate.

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Last updated 3 months ago

How to Add Contact Information for a Client

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Learn How to Add Client's Contact Information to Streamline Your Communication Process on eCourtDate.

Why Add Contact Information for a Client

Adding client contact information in eCourtDate enables efficient communication and seamless scheduling. 

Prerequisites

Before proceeding, ensure you have access and permission to manage client information on eCourtDate.

How to Add Contact Information for a Client

Step 1) Go to the desired client from the dashboard using the global search bar.

search client using the global search bar

Step 2) Add the contacts with the desired contact, then press Enter or click Add Contact to create the new contact.

add new contact for clients

What to Expect

After successfully adding the client's contact information, it will be securely stored in the eCourtDate. You can access, update, or remove the contact details to maintain accurate client records.

Frequently Asked Questions

Question: Can I add multiple phone numbers or email addresses for a single client?

Answer: You can add multiple phone numbers and email addresses for a single client. This can be useful if a client prefers to receive updates on different contact channels.

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