On the contacts page, all the existing contacts in the system will be listed out in alphabetical order. Contacts can be searched for via the search bar at the top of the page and new contacts can be added by clicking the add new button.
Contacts can be edited by clicking the edit link on the right side or archived by clicking the archive link. When a contact is archived, they will be removed from the list of contacts but not deleted from the system. Archived contacts can still be viewed by clicking the checkbox at the bottom of the page.
A contact can be unarchived by clicking the unarchive link. This will add a contact back into the active contact list.
Adding/Editing a Contact
When adding a new contact or editing an existing contact, a variety of information can be entered for personal info, contact info and address info.
At the bottom of the edit contact screen, inquiry and case history will be listed out. This area will show any inquiries or cases that this contact is connected to.
If there are duplicates in the system for a contact, there is an option available to merge contacts. When on the edit contact screen for a contact, click the manage button in the upper right to look up other contacts in the system to merge this contact with.
