| Doc. Number | Article Title | Effective Date | Version |
| FHC-XX | Adding, Editing, and Deleting a Contact | May 20, 2021 | Basic |
This article was written to provide instructions on how to manage your contacts, specifically how to add, edit and delete contacts within the CRM. This article is broken down into the following topics:
Adding a contact
NOTE
Depending on your permissions, some options may not be available.
- From the Contacts tab, click Add a Contact.
The Add Contact page displays (see below).
NOTE: If you see **, that designates a field that is required to save. The user will need to make sure to fill that information in before they can save the contact. - Complete the form(s) as required and do one of the following:
- If you have multiple form groups to fill out, click Save after you complete the current form > then click on the next form group; or
- If you only have one form to complete, click Save and Exit.
Editing a contact
- Do one of the following:
- From the Client Dashboard > click Edit Contact.
- From the Contacts tab > click the name of the contact > then click Edit Contact.
- From the Contacts tab > click the rolodex-looking
icon in the far right column of the contact's name.
- Make the necessary edits.
- Do one of the following:
- Click Save after completing each group; or
- Click Save And Exit to go to the Client Dashboard.
Deleting a contact
IMPORTANT
You can only delete a contact if they have not been enrolled.
- From the Client Dashboard, click Delete Contact.
- Click OK to confirm this action.
IMPORTANT
We do not recommend deleting contacts. We suggest you edit the contact and unassign it.