Editing a contact

Before you can edit a contact you must first select the contact in question. This can be done by clicking on the contact via 'Clients' - 'Contacts'. More information about the advanced search for contacts can be found in the article Contact search.

In the contact overview you will find all information about the selected contact:

Editing a contact

Clicking on the 'Edit' button at the top right of the Contact page will take you back to the same page as when Adding a new contact. You can then edit the contact data here.
You can add a second or new address by clicking on the 'New address' button.
In the top right corner you can edit the address of the contact by clicking on the edit icon, deselect the contact as default contact or delete it.
You can also add a new contact to the contact and/or link an existing contact to the contact.
If the contact has the role of client or debtor, you will see to which active and/or archived matters the contact is linked.

Extra options

To archive

This button is used to archive the contact or contactperson. Archiving in Legalsense means that the contact is removed from the list of active contacts and placed on the archived contact list. Archiving is only possible if the contact is not active in a matter and/or no unpaid invoices are linked to it.

Delete

Activating the 'Delete' button will delete the contact. Deleting is only possible if the contact is not active in a matter and/or no unpaid invoices are linked to it.
You can also archive a contact from the contact list by clicking on the yellow icon with the green arrow or delete it by clicking on the red cross.