Creating a single contact
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Open the email message.
If accessing from the web, click More Actions and move the pointer over M3 CLM.
- Click Create Contact from the Address book on the MS Outlook ribbon.
- Select an Outlook Contact folder from the list.
- Click Add beside the selected contact.
- Search for an account.
- Click Add beside the account.
- Click Create Contact.
- Specify the contact details not present in the Outlook contact information or update the content of the pre-filled information.
- Click Save.