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.
How to Update Contacts
Step 1) Click on Clients from the top navigation, then the "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.
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.