Maintain the directory

The Contact directory holds reusable contacts such as cemeteries, hospitals, clergy, carriers and suppliers. Family & contacts records the people involved in one case.

Add or update an entry

1. Open Contact directory and search for the person or organisation first.
2. Use the add control if no matching entry exists.
3. Enter the name, type and available telephone, email and address details.
4. Save and check the entry.
5. Select it from the directory when adding a payee, venue or provider to a case.

Use the entry's edit action to correct its details. Do not create a second entry just to fix spelling.

Duplicates and retired entries

Where a merge action is offered, review which record will remain and which details will be retained before confirming. Do not merge two people merely because they share a name.

Retire an entry that should no longer be offered on new work. Existing cases retain their references. Use the restore action if it should be available again.

The directory is shared across the firm. Location restrictions on cases do not make a directory entry private to a location.