Editing an Existing Service User Contact

Editing an Existing Service User 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 the [Pencil] and edit the contacts details
• Select [Save] to save the changes to the database

OR

• Select [Cancel] to abort any changes made

Note: Editing a contacts details that is shared amongst several service users' will edit the details for that contact for all service users.

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

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