Creating and Deleting Contacts

Creating and Deleting Contacts

New contacts can be easily created on Thread by using the Quick Create Button in the bottom left corner. Once you've created a contact, you can link it to a matter, add important documents, answer relevant questions, and much more.  

1. Click on the quick create button in the bottom left corner. A blue circle with a white cross AI-generated content may be incorrect. 

2. Select Contact. A pop-up window will appear for you to fill in all relevant details. Mandatory fields are marked with *.  

  
Navigate through the tabs for adding more information.  

Notes
You must click Save before answering questions about a new contact in the Questions tab.  

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If your contact is associated with a company, the company must be created first so you can enter it on the Company field of the Contact. Otherwise, you can create the company after and just add the existing contact to it as an employee 

 

3. Click Save to create the contact, or if you want to create more than one contact within the same company, click Save and Copy Contact Details. The company field will automatically stay populated in the new contact window, and you can fill in the new contact's details.  


4. If you have Conflict Check settings turned on, you will receive a prompt to perform a conflict check. Click Yes. 

 

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5. If no conflict arises, the contact will automatically be saved. 

 

6. If Thread detects similarities between contacts or matters, a new window will pop up to show you. If you are happy that no conflict exists, click Save anyway.  

 

 

      You can edit your contact's details at any time through the Contacts page.  
 

Deleting Contacts  

Should you for any reason need to delete a contact on Thread, you can do this through the Contacts page, provided it is not linked to a matter.  

1. Click Contacts, located in the left pane of your Thread page.  

2. Select the contact you want to delete and click Delete in the top pane. You can search for contacts in the search bar, and you can narrow your search by using the filter and then the drop-down boxes.   

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AlertIt is not possible to delete contacts that are linked to a matter on Thread.

Info

A contact that has the link icon (shown below) next to their name is linked to a matter. 

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3.  A pop-up window will appear asking you to confirm your decision. Click OK.