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This task is a step in Process of Managing Immigration Contacts.
Before adding a new immigration contact, use the Immigration Contacts Home page to query for the contact to make sure that the contact does not currently exist in the application. From the home page, you can search for the contact by last name, first name, gender, birth date, and citizenship.
You can create a new contact only from the Identity list view. The Identities list view shows all identities regardless of contact. When you create and save an identity record, a contact ID is automatically generated for the Identity. You can then drill down on the Contact ID field and add additional details such as addresses, cases, credentials, photographs, and so on.
When you create a new identity for a contact, the status for the identity record defaults to Active, and the identity record defaults to the primary identity for the contact. The status of any previous active identity for the contact is changed to inactive, and the Expired Date for the identity is populated with the current date. Users can override these defaults by updating the status or selecting a different primary identity.
On the More Info view for Immigration Contacts, the contact's primary identity displays in the identity form. Users can see other identities from the same view. The colored icon in the More Info view header indicates the status of the displayed identity record. For active identities, the icon is green; for inactive identities, the icon is red.
You can merge records from the Immigration Contacts view in the Immigration Contacts screen. When you merge two contact records, the identity records from both contacts display in the Identity History view for the merged contact. The primary identity for the primary contact in the merge is the primary identity for the merged contact record, and the merged contacts have a new Contact ID. All identity records keep their existing status values.
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