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How to Manage Customer's Emergency Contacts

To view a customer's emergency contacts

  1. While in the customer record, click Contacts.
  2. Navigate to the Emergency Contacts section.

 

To add an emergency contact 

  1. On the Emergency Contacts section, click Add.
  2. In the Emergency Contacts window, enter values in each of the fields.
  3. Click Save.

 

To edit an emergency contact 

  1. On the Emergency Contacts section, click the Edit icon  Pencil Edit Icon.png  on the row of the desired emergency contact.
  2. In the Emergency Contacts  window, update the desired data.
  3. Click Save.

 

To delete an emergency contact 

  1. While in the customer record, click Contacts.
  2. On the Emergency Contacts section, click the Delete icon  Delete Trash Can Icon.png on the row of the desired emergency contact.
  3. To confirm, click Delete.

 

To reorder the list of emergency contacts 

  1. On the Emergency Contacts section, click Reorder.
  2. Drag each emergency contact to its desired location within the list.
  3. Click Save.
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