Is there any way to add a contact as being staff of a contact?
For example: I opened a matter using clients personal details, however have now decided to open the matter using his company details instead. I cant find a way to then connect the two, or merge them (ideally to put him as a contact under the company contact).
Would I have to just delete his personal entry and re-enter as Managing Director of the company entry?
Best answer by Sara Sultan
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+1
Hi Jess,
We have a great solution to that! Right click on the client entered as a person and choose to Remove the Client. This will not delete their contact information, simply remove them from the matter. You can then re-enter the client and change the contact type to a business. When you go to add your “previous” client in as the contact, Smokeball will remember all of the information you have already entered and attach it to the your new client now entered as a business.
Oh that’s fantastic! Exactly what I wanted - thank you so much :)
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