1. Using Case Management
  2. Manage Contacts

Manage Contacts

Expand the Contacts folder to view the contacts for the case.

Let's add Sally Brown to the case and make her the primary contact.

Image of contact list with one contact

  1. Type Add Contact in the Action Bar

    Keep typing the contact's name. the Action Bar will narrow down existing contacts in the drop-down list list. Select the contact you want to add to the case.

    Image shows typing ahead in the Action bar

  2. Make Sally the Primary Contact, but clicking the More icon (the icon with the three dots), and selecting Make Primary.

    You can click the contact name to view details of that contact.

    Image shows selecting make contact primary

    The star icon has now changed to denote Sally as the new primary contact.

    Image shows star next to the new primary contact

    You can also remove a contact from the case by clicking selecting Remove Contact from the More icon.