This article describes how to assign a Contact to a Matter within Insight
- Go to the Case Enquiry screen and search for the Matter you wish to add a contact to
- Select the Contacts tab
3. Click the New Icon in the Contacts tab and search for the contact using the filter and the search field
**The Contact must have been previously added to the Contact Maintenance List to appear in the Search List.**
4. Click on the Contact you wish to add
5. Select the relationship type from the relationship drop down
6. Click Save