Adding a new Company or Contact to the firm rolodex in MerusCase is quick and easy and can be done from the Contacts menu, from the Parties tab of a case, or during case creation. Any contacts in the firm’s rolodex will become available firm-wide and can be used to add as parties on cases, quickly address emails in the Messages section, and to link to tasks or activities.
From within the Contacts Section
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In the top menu of MerusCase, go to Contacts and click on either New Contact or New Company, as appropriate.
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In the interface that opens after clicking on New Contact or New Company, input the necessary information for that contact/company.
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Before adding a new contact to the rolodex, MerusCase will search for existing contacts/companies of the same name in order to help you avoid creating duplicate contacts/companies. Checking the Force Creation checkbox will allow you to create contacts/companies of the same name. You would only want to use the Force Creation feature if you were adding two completely unique individuals who happen to have identical names.
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Click Save. Once you have saved, you can add additional, more detailed information about the contact/company.
Creating a New Contact or Company in a Case
During Case Creation
Every new case is centered around the party who initiated the action, such as the Applicant. When creating a new case, a new contact will automatically be created if the contact cannot be found within the rolodex.
From the Parties tab
When adding parties a case from the Parties tab, new rolodex entries can be created simultaneously.