Managing the roles of linked contacts

Managing the roles of linked contacts

When you create or edit contacts, or when you manage parties of a matter, you have the opportunity to add linked contacts and indicate what role they have. At any time from the Customizable Settings List menu (1), you can add new roles (2), change existing roles (3), or even delete them (4).

1. 1. Access to the customization menu of linked contacts

Alert
This settings menu is only accessible to users with a profile with the right "Access to the menu Customizable lists in settings" enabled.
  1. 1. 1. Go to the Settings of your session

  2. 2. Click on the menu Customizable lists then on the submenu Related contacts (https://secure.jarviscloud.fr/settings/matter/relationship-type/list)


2. Add new roles

You can add a new type of role for your related contacts in two ways:
  1. Either directly when creating linked contacts (2.1)
  2. Either from the Settings (2.2)

2.1 Addition of a new type of role from the related contacts creation/modification page

  1. 1. 1. In the page for creating / modifying related contacts click on the "Add a linked contact role" field

  2. 2. Type the name of the new role to add, then click on the text "It's a..." which appears just below


2.2 Addition of a new type of role from parameters

  1. 1. 1. Go to the Custom lists menu of related contact roles (see paragraph 1)

  2. 2. Click on the button Add a role to


  1. 3. Fill in the full name of the new role, then click on the button Confirm


3. Edit a role

  1. 1. 1. Go to the Custom lists menu of related contact roles (see paragraph 1)

  2. 2. Click on the button Edit (grey button with a pencil icon) to the right of the role to be modified


  1. 3. Change the name and click the button Confirm

4. Delete a role

  1. 1. 1. Go to the personalization menu of related contact roles (see paragraph 1)

  2. 2. Click on the buttonRemove(red button with a basket pictogram) to the right of the part to be deleted


Alert
Attention: It is not possible to delete a typology that is used in a folder.

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