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How to Manage Customer's Emergency Contacts

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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 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 on the Emergency Contacts page, click Delete in the lower left of the page.
  2. A confirmation message will appear. 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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