Objective:

Video HERE

Key Steps:

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.

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.

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.