< Add a Firm Contact to My Contacts

Firm Contacts are denoted by the blue circle . You can add Firm Contacts to My Contacts.

  1. Click to open the main menu and select Search Contacts.

  2. Tap Search at the top of the screen.

  3. Enter search criteria for the Firm Contact.

  4. Tap on the Firm Contact you want to add to My Contacts. The Contact details screen will display.

  5. Tap + My Contact. The Firm Contact will be added to My Contacts.