From Case Details, click the Contact tab.
Adding a New Contact:
- The Contact Lookup dialog opens, click Filter By: Name (or any other filter you would like to use for the lookup).
- In the Name field enter contact's first and last name, click Find and matches will list. Select match.
- If no match, click New Contact link and populate contact information.
Deleting a Contact:
- From Contacts in the right panel, locate contact you wish to delete.
- Click the Delete icon.
Editing a Contact:
- From Contacts in the right panel, locate contact you wish to edit.
- Click the blue Contact ID Number, the contact record opens.
- Make changes, save and exit the record.
- Updated contact information will now be available.
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