Rocket Matter Knowledge Base ContactsHow to edit a ‘Related Contact’ within a Matter.

How to edit a ‘Related Contact’ within a Matter.

In Rocket Matter, 'Related Contacts' are either people or a companies associated with a contact or matter. The relationship will be displayed on the matter dashboard or within the contact record.  Related contacts can be edited from within the matter dashboard or client contact record. 

3. Click on the green pencil icon to edit the 'Related Contacts'.

5. To edit any field like 'Opposing Counsel', simply, click on the field and delete the contacts name.

6. Now, enter a new name in this field.

Note: If you enter a name in this field that is not already saved in Rocket Matter, a pop up window will appear to quickly add a new contact record.

7. Click 'Ok' in the bottom-right of this screen to save your changes.