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Adding Details to Immigration Contact Records

A client's application for citizenship, immigration, or visitor status includes a substantial amount of information about the client including addresses, credentials, and associated cases. You can add details to an immigration contact record using a view that is associated with that record.

You can merge records from the Immigration Contacts view of the Immigration Contacts screen. When you merge two contact records, the identity records from both records appear 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 existing status values. For more information about merging duplicate records, see Siebel Fundamentals.

This task is a step in Process of Managing Immigration Contacts.

To add details to an immigration contact record

1. Navigate to the Immigration Contacts screen, then the Immigration Contacts view.
2. Drill down on the Contact ID field of the contact.
3. Navigate to the appropriate view, and create a new record.

   The following table describes some of the views.

   View	Description
   More Info	Use this view to enter basic contact details in the top form and information about the contact's primary identity and credentials in the bottom form. If a contact has multiple photographs, then users can scroll through the photographs by clicking the next and previous buttons above the photograph.
   Accounts	Use this view to associate existing account records with the contact and create a new account record. For more information, see Adding Accounts to Cases.
   Activities	Use this view to create the follow-up tasks for the contact and to assign each task to a team member. For more information, see Managing Activities for Cases.
   Addresses	Use this view to associate existing address records with the contact or create a new address record. Select the Primary field to indicate the contacts's primary address. For more information, see Adding Addresses to Cases.
   Attachments	Use this view to associate electronic files, such as documents, images, and other media, with the contact. For more information, see Adding Attachments to Cases.
   Cases	Use this view to associate existing case records with the contact, create a new case record, and review the case history for the contact. For more information, see Creating Case Records.
   Credentials	Use this view to add information about immigration credentials for the contact. For more information, see Documenting Immigration Contact Credentials.
   Groups	Use this view to associate existing group records with the contact or create a new group record. For more information, see Creating Profiles for Groups.
   Households	Use this view to add information about households that are associated with the contact.
   Identity History	Use this view to list all identities, past and present, that are associated with the contact. For more information, see Documenting Identity History.
   Notes	Use this view to add other information to the contact record. For more information, see Adding Notes to Cases.
   Photographs	Use this view to add photograph files for the contact record. The primary photograph appears in the More Info view for the contact.
   Stays	Use this view to create visitor stay records for the contact. For more information, see Creating Visitor Stay Records.
   Evidence	Use this view to associate existing evidence records with the contact or create a new evidence record. For more information, see Process of Managing Evidence Items.
   Leads	Use this view to associate existing lead records with the contact or create a new lead record. For more information, see Process of Managing Lead Information.