How to Update Contacts

Updating Contacts on eCourtDate Allows Users to Ensure Accurate and Up-to-Date Information for Streamlined Communication.

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Last updated 8 months ago

How to Update Contacts

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Updating Contacts on eCourtDate Allows Users to Ensure Accurate and Up-to-Date Information for Streamlined Communication.

Why Update Contacts?

Keeping your contacts up-to-date is essential for ensuring accurate and efficient communication. It also helps you comply with regulations and maintain precise records of your clients.

Prerequisites

To update your contacts, you need to add their information first. Click here to learn How to Search for Contacts.

How to Update Contacts

Step 1) Click on Clients from the top navigation, then the "Contacts" tab. Click here to learn How to Search for Contacts.

clients contacts tab

Step 2) Click on the contact that you want to update. Make the necessary changes and click "Save" to save the updated information.

  • You can assign a name to the contact.
  • You can add a type field to improve the recognition of contacts. 
  • You can choose between Phone, Email, or Voice.

update contact form

 

What to Expect

After saving, you can expect to see the latest changes immediately.

Frequently Asked Questions

Question: Can I add notes or tags to contacts for better organization?

Answer: You can add notes or tags to contacts in the Type or Name field for better organization and easy retrieval.

Question: Can I revert changes if I mistakenly updated a contact's information?

Answer: We do not offer a built-in undo feature for contact updates. Therefore, it's essential to double-check the changes before saving them.

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