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The Firm Service Contacts is a master list of emails which can be attached to cases for electronic email service.
The names and email addresses for any of the Service Contacts in the Firm Service Contacts list can be edited. Any of the Service Contacts can also be replaced with new or existing contacts.
If a Service Contact in the Firm Service Contact list was added to a case from this list, then that Service Contact will be updated on all the case Service Contacts lists it was added to.
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NOTE: If a Service Contact was added to a case's Service Contacts list manually instead of adding them via this list, then that Service Contact will not be updated.
Example: User X has an existing Service Contact entry in Law Firm Y's Firm Service Contacts list. User X's contact information was added to two cases from the Firm Service Contacts list, but it was also added to a third case manually. Editing their information in the Firm Service Contact list will only update that data for the first two cases, but not for the third case.
When signed into the website, click on the Orange Actions button at the top right and select Firm Service Contacts. Detailed Instructions for each of the following options are available for the following:
- Edit an Existing Contact
- Replace an Existing Contact
- Delete an Existing Contact
- View Attached Case List
Edit an Existing Contact
When signed into the website, click on the Orange Actions button at the top right and select Firm Service Contacts
To Edit an existing email contact, click on the contact name(highlights in blue) and scroll down to see the details.
The fields below can be edited. After a edit is made, click on the Save Changes.
Replace an Existing Contact
When signed into the website, click on the Orange Actions button at the top right and select Firm Service Contacts.
Locate the contact, click on the corresponding Actions menu to the right of the Name and Email, select Replace Contact.
Click on the grey circle to indicate Replace with an Existing Service Contact. Below is a drop down menu labeled Existing Service Contacts. Select the contact name to replace. Click Save.
To replace with with a New Service Contact, click on the grey circle. Enter the First Name, Last Name and Email. Click Save at the lower left hand corner to confirm.
Delete an Existing Contact
When signed into the website, click on the Orange Actions button at the top right and select Firm Service Contacts.
Locate the contact, click on the corresponding Actions menu to the right of the Name and Email, then select Delete Contact.
Note: Deleting a contact cannot be undone. If the contact was accidently deleted, you will need to re-add the Service Contact back to every case.
View Attached Case List
If an email address from the Firm Service Contact list is added to a case's Service Contacts section, the Firm Service Contact list will keep track of the cases that email address was added to.
Locate the contact, click on the corresponding Actions menu to the right of the Name and Email, then select View Attached Case List.
A new window showing the case envelopes that contact is attached to should then appear.