Contact Management
Important! When exporting a case or when using "save as" with a shared case, ForeSight removes contact connections to Contact Management from the case. ForeSight does not copy one user's Contact Management information to another user. It only copies the case data.
On the left, click the Contact Management navigation button to open the Contact Management pages.
Contact List Find instructions for working with the options, buttons and grid on the Contact List page to add, delete and search for contacts, and to start an illustration from Contact Management.
Contact Information (Name and Address and Cases pages) Find instructions for adding and editing contact name and address and communication information and for accessing existing cases for the contact.
Reports Find instructions for creating a contact profile report.