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To view these steps in an instructional video, click below.
https://share.synthesia.io/80dbe0cb-50fa-44a5-b050-824577abd2af Video Link: Create and Delete Contacts in Prevail
In Prevail, your clients and all related parties are contacts. Examples of this includemedical providers, opposing parties, and judges. Your Contacts in Prevail is a central repository for all persons, companies, and entities involved with your cases.
Add New Contact
Click New in the Prevail toolbar.
Click Contact.
Complete the required fields, highlighted in yellow.
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Optional: For phone numbers: Enter an extension in the field to the right of the number, if applicable.
Check the 'messages' checkbox to send a text to the contact asking for permission to send text messages to this number.
Check the 'International' checkbox if the phone number is outside of the United States.
Deleting a Contact
Open the Contact you want to delete
Click 'Delete' at the top of this window.
Read the Warning
Click 'Delete'
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Use the Related Matters tab to go to the matters this tab is attached to.
Detach the contact from all related matters.
Follow the steps mentioned above to delete the contact.
Related articles
Deleting User Accounts, User Settings, Consolidating Duplicate Contacts
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Plan for Prevail 6-9 Upgrade
Video 13 15 - Create a Matter or Prospect from a Contact
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Video 8 - Creating Matter/Prospect from a Contact