MatterLink 4.2 Organizations and Contacts
November 15, 2020 by BEC Legal Systems
In MatterLink 4.2, you can track Organization data along with your Contact data!
To see a list of Organizations, open the Organization Selector.
From there, open a particular organization, to see details such as address data, relationship management information, and connected contacts. The Organization Editor also lets you identify the organization as a client of your firm, providing a consolidated view of the client and organization information from both “areas” of MatterLink.
If you update Organization address, phone, or other information here, you are conveniently updating it for all other contacts who work for or are connected to the same organization. This makes it easy to maintain a single source of company information for use in both document assembly and mail list management.
The new organization structure allows for multiple locations per organization, and multiple addresses per location.
From the Contact Point of View
Alternatively, open a contact to see information about that person’s organization connections.
The person’s “primary” organization, likely the company he or she works for, displays on the Details tab by default. Other connected organizations are listed on the contact’s Connections tab.
A contact can be connected to many organizations (such as his or her employer, professional organizations, and former employers.) Over time, this powerful feature provides important historical data for relationship management and understanding how the people in your firm’s contact database are “networked” with each other.
If you currently use MatterLink 4.1, please note that the use of the MatterLink Organizations feature requires a migration of your contact data. A migration utility is part of the 4.2release; it requires time and careful planning. Please review BEC CoreRelate 4.2 Contact – Organization Migrator Guide (available on the software download page, valid login credentials required) AND contact our Professional Services team for assistance.
Jan Spetz
Product Manager
November 15, 2020
