Create and Update Shared Contact

Users with the Shared Contact Administrative Role will be able to to create, update and delete Shared Contacts for an Individual's Physician, Hospital, Pharmacy, and Dentist, etc. The entered contacts are available within the agency and can be added into the Individual Data page.

Create New Shared Contact

In order to create a new Shared Contact, please follow the steps below:

1. Click on the Create New Shared Contact link available under the Custom Field/Shared Contact area on the FirstPage of Admin mode.
   
   
   
   Click on the New link available in the Shared Contact section on your Dashboard of the Admin mode.
   
   
   
   
2. On the Create / Update Shared Contact page, select the Contact Type. Enter all necessary details regarding the Contact.
   
   
   
   

   2012.0 :: New feature available from Jan 15, 2012 Address and Mailing Address sections added Attention or in care of and Country fields have been included in both Address and Mailing Address sections Users will be able to select from a number of countries included in the drop down list. Phone field has been renamed to Primary Phone and an option for Secondary Phone has been added. Included an Additional Phone field in both 'Address' and 'Mailing Address' sections

   
   
   

3. When you are done, click on the 'Save' button to save the Contact. You will receive a success message on the following page.
   
   
4. You may also click on the 'Save And Create New' button to create another Contact after saving this one.

If users have the Shared Contact Administrative Role along with the Individual Data Role, they will be able to create and update a Shared Contact from the Contacts section of the Individual Data page.

Update Shared Contact

1. Click on the Shared Contact List link, available under the Custom Field/Shared Contact area on the FirstPage of Admin mode.
   
   
   
   Click on the List link, available in the Shared Contact section on your Dashboard of the Admin mode.
   
   
   
   
2. Select the particular contact from the Shared Contact List page.
   
   
   
   You may filter the list of Shared Contacts by selecting the particular Contact Type from the drop-down menu, or by typing the Name of the desired contact inside the text-box beside the drop-down menu. Then, click on the 'Apply Filter' button for the filtered list of Shared Contacts.
   
   
3. Once you select a particular contact you will be directed to the Create / Update Shared Contact page. On this page, you can edit the information for the contact.
   
   
   
   
4. When you are done, click on the 'Update' button available at the bottom of the page. This will save your changes.
   
   
5. You may click on the 'Delete' button to delete the contact.

When Users add a Shared Contact to a form, they can only view the details of the contact by clicking on the First Name of the particular contact on the Shared Contact page.