Contact Management

Contact management support for CosmoLex

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 ...
Tue, 1 May, 2018 at 5:42 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, 5 Feb, 2018 at 8:38 PM
How to Add/Edit Contact Type
In Cosmolex, you can add contact types under Setup > List items > Contact type tab, which will then appear in the Address Book Tab under the Contacts ...
Tue, 1 May, 2018 at 5:43 AM
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...
Tue, 6 Feb, 2018 at 10:03 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, 5 Mar, 2018 at 1:53 PM
How to Export Contacts from Cosmolex
To Export Contacts: Go to Contacts > click Address Book  Click Action > Export Contacts In the Export Contacts window, choose eith...
Tue, 1 May, 2018 at 5:50 AM