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Adding Associated or Second Lead Contact

I need to add a second contact to the case that will be generated in the Workflow.

V
Written by Valeriu Holtea
Updated over 6 months ago

To add an associate or 2nd lead contact please follow the steps below.

  1. From the Edit Contact Screen in the Fee Earner Desktop Suit select the photo icon located near the initials of the contact.

  2. In the Details Tab all Contacts Associated will be created here with all information of the Contact. To Add select Add located at the bottom of the screen.

  3. You can add a Salutation if there is also a Second -Lead Contact eg Mr & Mrs.

  4. In the Details Tab this is where you will state who the contact is, you can locate the option to add them as the second-lead contact here and this will pull through the contact information on the workflow documentation.

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