How to view contact history for an adjuster, attorney, expert witness, health insurance, plaintiff insurance, defendant insurance, judge, and law firm contacts.
- Navigate to the Contact Directory, located under the Management Tab under the Home Icon on the left-hand side of your account.
- Filter the report by the type of contact.
- Navigate to the drop-down arrow in line with that contact and select View History.
- From here, you will see a list of all the cases that contact has been saved to in CASEpeer.
- Contact History can also be viewed on a case with the contact.
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