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How-To Delete a Contact
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Add or Delete a Beneficiary to an Existing Case
How to add or delete a Beneficiary to an existing case? After the case is created, the Beneficiary can be modified in the Members tab. The Members tab is the place to add-edit-view-delete the Beneficiary, Joint Sponsors and Derivatives/Dependents. ...
CampLegal Intake Not Creating Spouse Contact
⁉️Problem This article addresses a scenario where a contact for a client's spouse isn't being created, even though the intake requests their information. Symptoms: You've accepted an intake that asks for spouse information. Client information gets ...
How-To Contact Dropdown w/ Family Dependents
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