Skip to main content

Contacts

Link Contacts to cases to track which people are involved. Maintain contact information and communication history directly within the case.

Adding Contacts​

  1. Open case
  2. Go to Contacts section
  3. Click Add Contact
  4. Search existing or create new
  5. Set contact role (Primary, Secondary, etc.)

Contact Information​

Store for each contact:

  • Name
  • Email
  • Phone
  • Organization
  • Title
  • Address
  • Custom fields

Contact Roles​

  • Primary Contact
  • Secondary Contact
  • Decision Maker
  • Stakeholder
  • Consultant

Managing Contacts​

  • View all contacts linked to case
  • Edit contact information
  • Change contact roles
  • Remove contacts
  • View interaction history

See Also​