In this article, you will learn how to remove/add contacts to new or existing cases.
*Please note that during Beta some features will be limited.
Add a Contact
1. First, navigate to the case to which you would like to add a contact.
2. Click Add Contact under the appropriate party name.
3. Input the contact's email address in the Email Address field.
Note: If the email address entered belongs to someone who already has an account with Calloquy, the name will populate automatically. If the contact is a new user, you can fill this out, or leave it blank to be filled out later by the new user.
4. Select the contact's role from the dropdown list in the Role field.
5. Click the Add button to attach the user to the case.
Notes:
- You will receive a notification in the upper right-hand corner confirming that you have successfully added the new contact.
- When adding a new email address from the Add Contact modal, the duplicate email warning now disappears when a new email address is typed.
Remove a Contact
Note: Once removed from the case, the contact will also be removed from any future meetings associated with the case.
1. First, navigate to the case which you'd like to remove the contact from.
2. Hover over the contact's name that you are removing and click the three dots located to the right.
3. Click Remove Contact.
4. A dialogue box will appear asking if you are sure you would like to Remove the contact.
5. Click the Yes, Remove Contact button.
Note: You will receive a notification in the upper right-hand corner confirming that you have successfully removed the contact.
