Searching for an existing contact
- Search for the Service User: See Section: Search Service Agreement
- Select the contacts tab on the service agreement summary page
- Select [Add]
- Enter the search criteria for the contact. The search can include up to 4 criteria separated by a space:
- Contact forename or surname
- Contact Telephone Number
- Contact Relationship
- Use the Advanced Search to search against specific fields
- Select [Search] to display a list of all matching contact records. If there are no contacts that match the search criteria then nothing will be displayed
- The number of relationships that each contact already has will be displayed in the Relationships column to promote contact re-use. The number of contacts matching the search criteria will be displayed in the bottom left hand corner of the search results.
- Select an existing contact from the search results to create a relationship to an existing contact
- Select [Add] to start the creation of a new contact
Note: * will search all contacts which will take some time when you have thousands of contacts.
Note: The contacts of best match will be sorted to the top of the grid.
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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