Editing and deleting contacts

Edit a contact#

Open the contact and click Edit. The edit page holds every field, including custom fields. Click Save when you're done.

If the contact has a portal account, changing their primary email also changes the address they sign in with. Mattersimple refuses the change if another portal account already uses that address.

Delete a contact#

Open the contact, click More actions (or Delete on the edit page) and confirm.

A contact who is on a matter (open, pending or closed), as a client or as a related contact, can't be deleted: the button says It's on a matter. Remove them from the matter first.

Deleting a company unlinks its people, who stay in your contacts. A deleted contact's portal account loses access straight away.