This article includes the following topics:
Adding a contact
NOTE
Depending on your permissions, some options may not be available to you.
- From the Contacts tab > click Add a Contact.
The Add Contact page displays > click image to enlarge.
- 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
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. Rather we suggest you edit the contact and unassign it.