Prevail 10 E-Training*: Contacts

In Prevail, your clients and all related parties are contacts. Examples of this include medical providers, opposing parties, and judges. Your Contacts in Prevail is a central repository for all persons, companies, and entities involved with your cases. This module will walk you through creating and deleting contacts.

To learn how to attach contacts to a matter, go to Prevail 10 E-Training*: Related Parties Tree

Part 1: Creating a Contact

1. Click New in the Prevail toolbar.

2. Click Contact.

3. Complete the required shaded fields.

Note: If there is not an Office/Company/Firm associated with this contact, you can skip that field and only put First and Last name.

4. Select a Contact Type from the 'Type' dropdown.

5. Complete any additional fields you would like.
   Note: While not required, it is important to put as much information as you have on the contact, especially when you are looking for this information to automate in documents later.

6. Enter Address: Use the 3 lines to input the address for the contact.
   Note: If the contact has a physical and mailing address, uncheck the 'Physical same as mailing' checkbox. You will then have 2 places to put a physical address, and a mailing address. This box will be checked by default, giving one option for the address.

7. Enter the Zip Code for the contact.
   Note: Inputting the zip code will automate the corresponding city and state.

8. Add communication methods for the contact:

   1. Open the contact to which you want to add communication methods and click add

   2. Use the type dropdown to specify if this is an phone number, email, or web address. These can be identified by the icon that precedes each type. Enter the phone number, email, or web address in the field to the right.

   3. Click Save.

9. Check the primary checkbox if there is more than one option for this communication type, and you would like one to be the primary. When this box is checked, that email or phone will be listed first with a yellow star.

10. Enter any notes you would like for this communication entry

11. Mailing Lists:

    1. If you would like to add this contact to a mailing list, use the dropdown to select the list you want them to be included in. This dropdown is customizable through the Databank in the Administration menu.

    2. If you would like to populate a mailing list, go to Reports, then Address List

    3. Select the mailing list you would like to run

Additional Phone Number Options:

• Enter an extension in the field to the right of the number, if applicable.

• Check the 'Opt-in to receive text messages' checkbox to send a text to the contact asking for permission to send text messages to this number.

  • For more information on texting clients from Prevail, go to E-Training*: Prevail Enhanced Texting

• Check the 'International' checkbox if the phone number is outside of the United States.

Part 2: Deleting a Contact

1. Open the Contact you want to delete

2. Click 'Delete' at the top of this window.

3. Read the Warning

4. Click 'Delete'

Note: To delete a contact, you must detach it from all related matters. If the 'Delete' button is greyed out, it is because the contact is attached to a matter.

How to detach matters from related parties:

• Use the Related Matters tab to go to the matters to which this contact is attached.

• Detach the contact from all related matters

  • To do this, open each related matter shown, and click on the contact name in the related parties tree . Then, click detach party.

• Once the contact is no longer attached to any matters, follow the steps at the beginning of Part 2 to delete the contact.