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How do I add additional contacts to a case?

From Case Details, click the Contact tab.

Adding a New Contact:

  1. The Contact Lookup dialog opens, click Filter By: Name (or any other filter you would like to use for the lookup).
  2. In the Name field enter contact's first and last name, click Find and matches will list. Select match.
  3. If no match, click New Contact link and populate contact information.

 

 

Deleting a Contact:

  1. From Contacts in the right panel, locate contact you wish to delete.
  2. Click the Delete icon.

 

Editing a Contact:

  1. From Contacts in the right panel, locate contact you wish to edit.
  2. Click the blue Contact ID Number, the contact record opens.
  3. Make changes, save and exit the record.
  4. Updated contact information will now be available.

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