Rocket Matter Knowledge Base ContactsRocket Matter Contacts.

Rocket Matter Contacts.

Access all of your firms contacts by clicking on 'Contacts' in the left-hand navigation panel.

View your contacts by Last Name, First Name or by First Name, Last Name. Search only for contacts that are clients, by toggling your desired selection.

Note: You can also search for a contact by typing their name into the contacts search bar.

Adding a contact from this page is easy. Simply click on the green + sign to add a new contact.

* Be sure to save contact details before leaving the page. For step-by-step instruction on how to create a contact, see:

https://rocketmatter.screenstepslive.com/admin/v2/sites/1166/manuals/54811/chapters/173094/articles/541238

 

Take advantage of the rolodex on the left-hand side of the Contacts page to scroll and search for contacts.

Invite clients to the client portal from the contact record.

The contact record will also display any matters the contact has in Rocket Matter, along with any client custom fields.

You can even choose what currency you would like to use, by clicking on the drop down arrow.

Rocket Matter's Contacts page is a complete source of information for all of your clients and contacts.