Manage Contacts Feature

Updating an address, phone number, email or name for clients, employees and other users is done in Administration > Manage Contacts. When creating profiles or other users, a contact record is created. If you don't have access to Manage Contacts, contact your Agency Admin for assistance.

  1. Click Administration and then select Manage Contacts.

    Manage Contacts - Search for a User

  2. Enter information in the fields and then select Search. You can search with only one field entered.

  3. Select the Pencil icon under the Actions column, make your edits and then select Update.

    Edit Contact fields

  1. Click Administration and then select Manage Contacts.

    Add Contact Button

  2. Select the Add Contact button, enter contact information, and then select Save.

    Add Contact fields