MyCase lets you create Groups that your contacts can be filed in. Eventually, when you have hundreds (or even thousands) of contacts in MyCase, groups will keep you organized.
Your MyCase account will come with some default contact groups (Client, Counsel, Judge, etc.). You can add, edit, and delete contact groups to your liking...
Click the Contacts tab at the top of the page.
In the grey sub-menu, click on Contact Groups.
You will be taken to a page that lists all of the Contact Groups in MyCase. Let's take a closer look at that screen:
# of Contacts - This column will let you know how many contacts are assigned to each contact group.
New Contact Group - Click this button to add a new contact group into MyCase.
Edit Button - Click this button to rename the contact group. Any existing contacts that have been assigned to this contact group will be assigned to the new group name.
Delete Button - Click this button to delete the contact group from MyCase. When you delete the contact group, all of the contact associated with the group WILL NOT be deleted from MyCase. They will still have the group name assigned to them. For example, if there are 12 contacts assigned to the group "Council" and you delete the group called "Council", those 12 contacts will still remain in the system, and they will still be assigned to the "Council" group. However, for all new contacts moving forward, you will not have the ability to choose "Council" as a contact group option.
The screen shot below shows the Add Contact window. Notice the Group dropdown. This is how you assign a new contact to a particular group. To the right of the dropdown, there is a link called New Group. This lets you add a new contact group into MyCase without going into the Contact Groups page we looked at earlier.
Note: When you add a new contact group from this screen, it will appear like normal in the Contact Groups screen. You can always go back and edit or delete the contact group.