How to create a contact in Jusnote

Both the individuals and companies can be contacts in Jusnote. The user can also be a contact, but if he is an independent client of the company. 

To create or edit a contact, you need to fill in a number of fields. The only required field is the name of the individual or a company. At the same time, we advise you to enter as much information as you have about the contact. In the future, this will give you advantages when with contact and you will have a huge knowledge base about every person or firm you have worked with. The information can be supplemented at any time.  

We recommend creating contact pages for all persons with whom the user enters into any business relations (clients, procedural opponents, representatives, relatives of clients, etc.).

The new contact can be created from different places in Jusnote, but the most convenient is the use of the universal "+" button in the top right corner of the system. 

In addition, the Contact can be created from the "Contacts" table:

After clicking the "Create contact" button, you will have a special pop-up window where you can ann the information. 

Note: Access to the Contact and its profile will only be available to those users who have appropriate access in the "Access to Contact" field.

After entering the relevant Contact data, click on the "Save" button.

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