Creating a Relationship to an Existing Contact
- Search for the Service User: See Section: Search Service Agreement
- Select the contacts tab on the service agreement summary page which will display all contacts associated with the selected service user
- Select [Add] in the service agreement contacts page
- Search for a contact
- Select an existing contact from the Search results
- Select a Contact Type
- The only contact details that can be added is a new Relationship (Contact Type) and optionally the N.o.K. and Key Holder relationships.
- Select [Save] to create a new contact relationship.
Or
- Select [Cancel] to cancel the contact creation.
Note: To edit the contact's details after the relationship has been created see Editing Contact Details
Troubleshooting
Why is a button missing / greyed out? See Action Buttons in Navigation/Graphic rules.
Why can't I see the data I expect to see? Ensure your Role assignment is correct, if so see Scope
Created with the Personal Edition of HelpNDoc: Free help authoring environment
