- Explanation and Purpose of the Address Book
- Accessing the Address Book
- Adding a Contact into the Address Book
- Linking a Case to an Address Book Contact
- Deleting a Relationship Between a Case and an Address Book Contact
This article is meant to assist you with the extendedReach Address Book. If you have a question not addressed here, you can search at the bottom of this article in Related Articles or contact support at email@example.com.
Explanation and Purpose of the Address Book
Accessing the Address Book
From your Workspace, the Address Book is found within Resources under Summaries on the left side of the screen, otherwise knows as the Side Menu.
Image: “Workspace to Address Book Screen”
Adding a Contact into the Address Book
A User who wishes to Add a Contact must have the appropriate Security Settings to do so. To allow access, an Agency Administrator will check “Manage Address Book” option under Security within a User ID.
From the Address Book, Click on “Add Contact”.
Image: “Address Book Add Contact Screen”
Complete General Information. Highlighted fields are required.
Image: “Address Book Add Contact General Screen”
Press SAVE. You can always go back into this screen by pressing Edit. Be sure to Save your changes.
Image: “Address Book Add Contact Save Screen”
Linking a Case to an Address Book Contact
Click on the People tab within the Case.
Image: “Case People Screen”
Click on “Copy from Address Book” to open existing Address Book Contacts.
Image: “Copy from Address Book Screen”
When searching for a contact, you can narrow your search by first selecting a category. From there, you will place a check-mark next to the contact you want to link to this Client’s Case File.
Image: “Case Link to Address Book Contact Screen”
The linked relationship you’ve created, between the case and the contact, now appears on the People Screen.
If there is a small book icon next to the contact name, this contact comes from the Address Book.
Image: “Case and Address Book Contact Relationship Screen”
Deleting a Relationship Between a Case and an Address Book Contact
Should you wish to delete a relationship link between a case and a Contact, simply click on the People tab to open the Relationships. From there, click on the Contact you wish to un-link. Click on Delete. This does not delete the contact from you address book, it simply deletes the relationship to your case.
Image: “Case and Contact Relationship Delete Screen”
This screen shows the relationship has been deleted between this Client’s Case File and the Contact.
Image: “Case and Contact Relationship Deleted Screen”