Regular contacts [AP]

The Regular contacts feature allows the details of case contacts to be stored and managed in one central location.
The regular contacts are available from the contacts tab in the manage case screens.
They are set up by your system administrator and depending on your configuration will have different labels in the features area of the administration tab, once available in the administration menu then any user with administration privileges can add/edit or remove the contacts.

In this example I have set up a list simply for regular contacts but you may have lists of specific groups of people that your organisation have contact with.

From the left hand menu select the regular contact type from the options available, in this example I am selecting Regular contact

Understanding the information being displayed

Name - is the name of the regular contact.
Notes - notes may be added to a contact for example if this person only available certain times etc.
Add contact - used to search for a registered contact or create a new registered contact.
Edit details - used to amend a contacts details, name, address, telephone numbers etc.
Edit notes - used to add or amend notes for a contact.
Remove - used to remove a contact from the regular contacts list.

Use Add contact link to add a registered user.

Enter your search criteria then Query (see Find a registered contact for more information on searching)

Use the Select contact link next to the appropriate contact.

Check the details are correct, amend if necessary then Next

The contact is now added as a regular contact.

iCasework

Regular contacts [AP]

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