Updating contact to M3 CLM

  1. Open the email message.
    If accessing from the web, click More Actions and move the pointer over M3 CLM.
  2. Click Open M3 CLM on the MS Outlook ribbon.
  3. Select an email of the sender or any of the recipients.

    If there is an exact match between the email address of any M3 CLM contact, the account where the contact is associated is displayed in the Account list.

    If the email address does not exactly match any M3 CLM contacts, accounts whose contact email domain name matches with the email address is displayed.

    If the email address does not exactly match any M3 CLM contacts and there are no domain matches found, the Account list is displayed as empty, but you can still search for M3 CLM accounts.

  4. Click View Contact beside the associated email.
  5. Click Edit.
  6. Update the contact details.
  7. Click Save.