Matters
Individuals or other legal entities can be added to the matter contact list. This will give you a brief overview of phone numbers or email addresses.
Contacts added to a matter can be entered and edited by clicking the
Individuals
toolbar icon.
Activities
Add
Add will send you to the
Individuals
page of EasyTime, where you can add, edit or assign a non-client to the selected matter.
Delete
Delete will remove the selected contacts from the list but not from the
Individuals
list.
Send Mail
If the selected contact has a valid email address entered, this will create a new email message in Mail.app with the matter name as subject.
Create Event
This will create a calendar event in EasyTime for the selected contact. Please select a date and time befor clicking the
Create Event
button.
Contact Notes
Use this field to keep notes about your contacts for this matter.
Next: Matter Documents