The Contacts page, accessed from the left navigation menu, works similar to an address book. Select a contact name from the list to see any information that you have included in their contact details, such as their name, email, address, and phone numbers, but also their website and company information. Search for any contact using the Filters tab and Search functionality.
In addition to the default information for a contact, you can also create and configure custom fields to include any additional information. See the Create Contact Custom Fields page for more information.
Contacts can be either a person or a company. In Mattero, matters are linked to contacts for findability.
Topics in this section
- Contact Related Matters
- Notes and Documents for a Contact
- Creating a Task for a Contact
- Delete Contacts