How do I add a master contact?
You can add a master contact directly to the Master Contact table in System Management or you can also add a master contact in System Management when you add a contact to another Connect application.
Adding a master contact (Connect applications)
When you add a new contact to a Connect application, there will be a Master Contact field.
To link a contact in a Caselle application with a master contact in System Management, type in a master contact name or select Search.
Master Contact field and Search
To add the contact that you're setting up as a new master contact, select Add New.
Add New
Adding a master contact (System Management)
1. Open Connect System Management > Master Records > Setup/Modify Contacts.
2. Click New (CTRL+N).
3. Enter the master contact address and personal information (Social Security Number, Driver License Number, Driver License State, and so on.)
4. Add the Related Contacts.
A related contact is another contact record that has been set up in another Connect application for the contact that you're setting up as a master contact. See the help topic titled How do I add a record to the related contacts list?
5. Click Save (CTRL+S).
The master contact is saved.
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