Create a Contact

Lolly helps manage information about Contacts, i.e. individuals / organizations, so that you can more easily do consultations, work on cases, and complete government forms.

To add a new contact

  1. From Contacts, click on "Create New" and select "Contact"
  2. If the Contact record is for an Organization, then select “Organization” as the contact type. Otherwise, select “Person”
  3. Complete the form to your liking and press ‘Submit’
  4. You will automatically be taken to the contact snapshot page where you can see a high level view of the contact details. Continue to fill out as much info about the contact as you want.

Note: you can return to this Contact record at any time by using the Search bar in the Contacts area.

 

Edit a Contact

Do you need to make changes to a Contact record after they’ve been added to the system? There are two ways to edit information for a Contact. A quick edit can be performed by clicking "Edit" next to a contact record or on the snapshot page.  For complete access to all fields save to a contact, go to Contact>Profile and select the area of focus to reveal all of the relevant fields.

  1. From Contacts, click on "Edit" next to a contact record
  2. Edit the contact information in the form provided
  3. You will automatically be taken to the contact snapshot page where you can see a high level view of the contact details. Continue to fill out as much info about the contact as you want.

Note: you can return to this Contact record at any time by using the Search bar in the Contacts area.

 

Delete a Contact

Note: The option to delete a Contact is only available when the Contact is not or has not been involved in a Matter or a Consultation elsewhere in the system.

  1. Go to the Contacts area
  2. Click the "Delete" button next to the contact record
  3. Click ‘Yes’ to confirm