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Update Contact Info

Use the Contacts tab inside a case to store client and related contact details. This information is shared with teammates who have permission to view Contacts.

Steps

  1. Open the case you want to update.

  2. Click the Contacts tab.

    Contact Tab

  3. Fill in the details you need:

    • Primary Contact — name, gender, phone, email
    • Spouse Info (if any) — name, gender, phone, email
    • Address — street, city, state, zip, country
    • Additional Info — SSN, veteran file number, date of birth, marriage status and dates

  4. Click Save.

    Save Button

You're done when…

Your changes are saved, and teammates with access can see the updated contact information.

Next steps