All Contacts

The All Contacts page is a compilation of all of the contacts assigned to the various case pages on one screen.

Structure of this Page

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1. Add New Contact button: Used to add a new contact to the case file. See Adding a Case Contact.

2. Contacts table. Contains the details of case contacts and allows various actions to be performed on them. See Contacts Table.

The All Contacts Table

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1. Name: The name of the contact (Last name, First name format for individuals).

2. Role: The role(s) that contact holds in the case.

3. Email: The primary email address of that contact.

4. Contact Number: The primary phone number of that contact.

5. Employer: The employer selected in the Organization dropdown of that contact’s contact card.

6. Screen Entered: The screen(s) through which that contact was entered.

7. Actions: Edit icon, Delete icon. The Delete icon only appears if the contact was added using the Add New Contact button on this page.

Additional columns are available for the All Contacts table, which can be added by clicking on the Show/Hide Columns button in the Layout Menu. Columns can also be hidden using the Show/Hide Columns button. See Tables for general information about table structure and usage. The additional available columns are:

8. Address: The primary address of that contact

9. Comments: Any comments added through the edit icon to that contact from the All Contacts page

Editing a Case Contact

To edit a case contact:

1. Click the Edit icon in the Action column of the row representing the contact you wish to edit. This will bring up an Add/Edit panel for case contacts, with the existing information filled in.

2. Fill the fields in with your desired information. See The Add/Edit Case Contact Panel for details about the fields.

3. Click Update to save the changes and close the panel.

   • If you decide you do not wish to save the changes, click Cancel instead of clicking Update to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.

Deleting a Case Contact

To delete a case contact from the case:

1. Click the Delete icon in the Action column of the row representing the contact you wish to delete from the case. This will bring up a confirmation message (to avoid accidental deletions).

   • You can only delete contacts that were added from this page. Contacts that were added on other pages cannot be deleted directly from the All Contacts page; you must separately delete whatever record on another page contains the contact.

2. Click the OK button in the message to confirm the deletion.

   • If you decide you do not wish to delete the contact from the case, click Cancel instead of clicking OK to cancel the deletion. You can also click the black X at the upper right of the message to do the same thing.

   • Until you either confirm or cancel the deletion, you may not be able to visit any other tab in your browser.

Adding a Case Contact

To add a new case contact:

1. Click the Add New Contact button. This will bring up an Add/Edit panel for case contacts, completely blank.

2. Fill the fields in with your desired information. See The Add/Edit Case Contact Panel for details about the fields.

3. Click Save to save the case contact and close the panel.

   • If you decide you do not wish to save the case contact, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.

The Add/Edit Contact Panel

The Add/Edit Case Contact Panel allows you to fill in the details of a contact's connection to the case. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:

1. Contact: The name of the contact. When editing an existing case contact, this field is uneditable.

2. Role: The contact's role in the case. This field is uneditable unless the case contact was added using the Add New Contact button on this page.

3. Comment: Any comments about the contact's involvement in the case.