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How do I add missing contacts to master contact?

You can add contact records to the Related Contacts List if the Find and Link Related Records routine misses a record, or a record was added later. The Related Contacts List shows all of the applications where the contact's information is stored.

 

Adding another contact to a master contact record

1. Open Caselle Connect System Management > Master Records > Setup/Modify Contacts.

2. If you know the contact's name, type it into the Contact field on the Lookup bar. You can also Search (F9) this field.

3. Click the Related Contacts tab.

4. Click Add a New Contact. It's located on the Related Contacts toolbar in the middle of the screen.

5. When the Search form displays, locate the record and click OK.

The new record displays in the Related Contacts List.

 

 

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