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Contact Management

How to Add/Edit a Payee
This feature is used when there is a person (or vendor, service, etc) that you exchange transactions with regularly. Once the name is on the payee list, it ...
Wed, 26 Jul, 2017 at 9:47 AM
Adding/Editing Client Contact Info
Clients can be added through both the "Contact" and "Matter" tab. Click HERE for a video on adding a client. The main location to add...
Mon, 18 Sep, 2017 at 9:49 AM
How to Add/Edit Contact Type
In Cosmolex, you can add contact types under Setup > List items > Contact type, which will then appear in the Address Book Tab under the Contact Page....
Fri, 15 Sep, 2017 at 5:49 PM
How to Add Multiple Parties to a Contact
Adding Multiple Party Contact Info to a Client   Each client can have multiple methods/parties of contact listed in their contact window. Start at the...
Mon, 18 Sep, 2017 at 9:55 AM
How to Add a Country to CosmoLex's Contact Section
At this time, CosmoLex is a US Product, meaning we follow the standard compliance rules, guidelines, and structures of US law offices. Understand if you are...
Wed, 16 Aug, 2017 at 10:46 AM
How to Import Contacts
Doing a mass import of contacts is a valuable tool inside your CosmoLex, either when you first bring your client info into the software or wish to update yo...
Mon, 18 Sep, 2017 at 10:06 AM
How to Export Contacts from Cosmolex
To Export Contacts: Go to Contacts Section > Address Book Tab  Click Action > Export Contacts In the Export Contacts window, choose...
Mon, 18 Sep, 2017 at 10:12 AM