View All Contacts

In Migration Manager, you can store your relevant contacts which can then be linked to Matters.

Below described how to View, Add, Edit and Remove Contacts.

Open Contacts

From the Main Menu, select Schedules, then Contacts, the View All Contacts.

Viewing Contacts

To view the details of a contact, select the Contact from the left pane to view their details in the right pane.

Filtering

You can also Filter Contacts in two ways:

  1. By entering part of the contacts name in the Name field.
  2. By Selecting the Contact Type from the Type dropdown list.

Adding a New Contact

1. Click Add New Contact

To add a new Contact, click the Add New Contact button.

2. Complete the Contacts Details

Complete the Contact Details including the Contact Address Details and sub-tabs.

3. Save

To Save, click Add to Contacts.

Removing a Contact

If a Contact is no longer needed, it can be removed.

Removing a Contact does not delete it from Migration Manager, it just removes it from the Contact List.  It can be Reactivated if required using the Reactive Contact Person function.  

Remove

  1. Select the Contact to Remove.
  2. Click Remove Contact.
  3. Then click YES to confirm.