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.
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.
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.
5. If no conflict arises, the contact will automatically be saved.
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.
It is not possible to delete contacts that are linked to a matter on Thread.
A contact that has the link icon (shown below) next to their name is linked to a matter.
3. A pop-up window will appear asking you to confirm your decision. Click OK.
Related Articles
Manage Matter Contacts
Linking Contacts to Matters Linking contacts to your matters allows you to see which contacts are working on a case with you and who your primary client is. 1. In the left pane of your Thread page, click Matters. 2. In the search bar provided, search ...Templates/Precedents - Overview
Templates are a key feature of Thread that you can set up to most effectively utilise the application. Templates are used for documents, bills, bundles, or emails, and can be created to be used across all matter categories on Thread. Setting up ...Creating Matters
The easiest way to create a new matter on Thread is by using the quick create button in the bottom left corner. 1. Click on the quick create button in the bottom left corner. 2. Select Matter. 3. A pop-up window will appear where you can fill out ...Deleting Companies
A company can only be deleted if the company has no matters related, or company contacts are not primary clients on any matters. 1. To delete a company, click on the Companies page on the left menu. 2. Search for the company you want to delete, ...Creating Appointments
With Thread, you can create appointments that automatically appear in your Microsoft Outlook calendar. You can also create a Microsoft Teams meeting, and link appointments to specific matters. Creating Appointments with Quick Create The easiest way ...