Contacts Section
Objective:
Video HERE
Key Steps:
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1. Accessing Contacts:
- Navigate to the directory section in the system.
- Utilize the search field to quickly locate the desired contact.
2. Creating a New Contact:
- Click on the "Create Contact" button located on the top right-hand side.
- Fill in the contact information in the pop-up window that appears.
- Ensure that all required fields are filled out according to the settings established by the admin.
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3. Editing and Deleting Contacts:
- Hover over a contact to reveal the edit and delete icons.
- Deleting a contact will result in the conversation or case being left without a contact association.
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Cautionary Notes:
- Deleting a contact can impact the organization of conversations and cases in the system.
- Ensure that all necessary contact information is accurately entered to prevent errors in communication.
Tips for Efficiency:
- Regularly update and review contact information to maintain accurate records.
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