When you enter a new case, once the new case is saved, you will be prompted to enter in each type of contact for the new case, in the order set up by admin. You may skip contacts that do not apply to the case, and may finish case data at any stage. A contact record must have a contact name or an organization name. If both are left blank, the contact will not save. So long as you keep clicking the 'Save' button, you will be presented with all the contact types in order so they can be added to the case.

The progress bar at the bottom of contact entry pages shows you what contact types have been filled in for the current case, and which stage of data entry you are in now. In new case, each time you click 'Save' and save a contact, you should see the progress bar advance, and a form for the next kind of contact.

The blue highlight indicates the current contact type you are entering. If a contact type has been entered for this case, the check box next to it in the progress bar will be checked. You may click on a contact type name on the bar to go directly to the entry page for that contact type.

Once you are done and click 'Finish Case Input', you are presented with a customizable report summarizing the case and contact data you have entered. This report is attached to the case documents list for future reference.

To add and existing contact to a case, use the button 'a' next to the contact type in the popup menu. An assign contact list will pop up where you can add a contact to a case by clicking on its checkbox to the right of the listing. This can be handy if there are persons or organizations you work with across different cases. No need to enter the same data twice.

Once a contact has been entered for the current case, it can be accessed by clicking its contact type name in the popup menu, the navigation page, or the progress bar. The edit contact page allows you to change and update contact info, remove a contact from the current case, delete a contact, or add a new one. There are also a quick search for contacts, and a menu to go to other contacts of this contact type.

There are quick find fields for contacts of a given type in the contact editing page and on the Navigation Page for each contact type's section. Just type in part of the name or description you are looking for, click 'Find', and the matching contacts will be displayed in a list. Any match with the organization/office name, the contact name, the city, or the notes for the contact will yield a match for the search list.