Troubleshooting and Resolving Time Zone Discrepancies in 8am MyCase

The articles in this section provide an overview on contacts in MyCase. Topics that are covered include adding & editing contacts, archiving contacts, linking contacts to cases, and more! 

Contacts 

8am™ MyCase lets you assign contacts a different role for every case the contact is linked to.

Contact Roles Overview

When you have hundreds (or even thousands) of contacts in 8am™ MyCase, Contact Groups will keep you organized.

How do I add/edit/delete Contact Groups?

Contact Roles and Group

Here are two ways to find an Archived Contact in 8am™ MyCase.

Where can I find archived contacts in MyCase?

MyCase allows you to upload a photo of a contact to ensure you can always put a face to a name.

Add Contact Photo

Contact Details Page Breakdown

This article will walk you through editing a contact from the Contact List and Contact Details Page.

How do I edit a contact?

You can delete contacts you no longer need in 8am™ MyCase.

How do I delete a contact?

This article will show you how to create a new client in 8am™ MyCase.

Creating a New Client

If an archived contact or client needs to be made active again, you can always Unarchive them.

How do I Unarchive a contact?

In the client's Contact page. This article will instruct you where to go to view all of the notes that have been linked to a particular client/contact.

Where can I view notes for a client/contact?

The Archive Contact feature lets you remove a contact from your main contact database without actually deleting them from the system.

How do I Archive a contact?

This article will walk you through linking clients and contacts to cases.

How do I link a client/contact to a case?

Contacts

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