Contacts And Clients | Manage Your Contact Lists

Manage your contact lists
Filter and sort contacts
It is possible to display yourcontactsin different ways through column search. Go to your contacts (people or organizations). First, you can customize the columns that appear on the page of your contacts by clicking on the "choice of columns to ...
Export, download and print contacts and customers
Jarvis allows you to export (in CSV format), download (in PDF format) or print your contact lists: your contacts of typeOrganizations your contacts of typePeople NB: if you want to export these two types of contacts, you will have to make 2 exports; ...
Share your contacts internally
You can share your contacts in Jarvis, between members of your company, in two ways: 1. 1. Share full contacts with all members of your company Caution: The following setting requires an administrator user profile. Appointments inyour Settings In the ...

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Access to Settings
Access to parameters To access your settings, click on your initials or photo in the top right corner. Then click on "Settings" to access it. In the Settings, you will be able the content you can customize. IMPORTANT: the Settings menus displayed on ...
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 ...
Manage the types of parties within your matters
When creating or modifying a folder you can add, in addition to the client, other parts: opponent, expert, etc. At any time from the Customizable List of Settings menu (1) you can add new game types (2), change existing typologies (3), or even delete ...
Disable one of your users
This setting is only available to users with the "User Change" right (see articleChange the profile of your users). Appointments to yourParameters> Company > Users & Teams (https://secure.jarviscloud.fr/law-firm/users) Click on thebutton of actionsto ...
Change the password of one of your users
This setting is only available to users with the "User Change" right (see articleChange the profile of your users). Appointments to yourParameters> Company > Users & Teams (https://secure.jarviscloud.fr/law-firm/users) Click on thebutton of actionsto ...

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