Contacts are the key to making your employee moves happen! Here's how to assign and manage your contacts! ☎️
Open a case and navigate to the Contacts section by scrolling down or selecting it on the left side of the screen.
Adding a contact
To add a contact, click on "+" or "Add Contact".
From there, you can choose to add a contact that is already in the system or create a new contact. Click on "Search for a contact" and select "+ Add new contact" option. Fill out the details and click on save!
💡Note: Adding new contacts will make them available to be added to other case records. So next time you only need to search for them to add them to a case!
Assigning a contact type
You can assign a contact type for each contact using the "Contact Type" option.
Deleting a contact
To delete a contact, click on the "..." and select Delete.
