View existing service user contacts

View Existing Service User Contacts

• 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 a contact from the contacts search grid to view and edit the existing contact details.
• Select the History icon to see the Audit History of the contact
• Select [Add] to create a new contact for the Service User or create a relationship to an existing Contact

Note: A new service agreement will not contain any contacts associated with a service user.  Once the contacts are added they will be displayed on the contacts page.

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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