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Contact Roles Overview

MyCase allows you to upload a photo of a contact to ensure you can always put a face to a name.

Add Contact Photo

Where can I find archived contacts in MyCase?

Contact Details Page Breakdown

This article will walk you through editing a contact from the Contact List and Contact Details Page.

How do I edit a contact?

How do I delete a contact?

Creating a New Client

If an archived contact or client needs to be made active again, you can always Unarchive them.

How do I Unarchive a contact?

This article will instruct you where to go to view all of the notes that have been linked to a particular client/contact.

Where can I view notes for a client/contact?

The Archive Contact feature lets you remove a contact from your main contact database without actually deleting them from the system.

How do I Archive a contact?

Eventually, when you have hundreds (or even thousands) of contacts in MyCase, groups will keep you organized.

How do I add/edit/delete Contact Groups?

This article will walk you through linking clients and contacts to cases.

How do I LINK a client/contact to a case?

Ben Q

Kenny T

Clark

The articles in this section provide an overview on contacts in MyCase. Topics that are covered include adding & editing contacts, archiving contacts, linking contacts to cases, and more! 