Page Comparison

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1. Click on New Case Contact

   

2. Click on the Search All Contacts tab

   

3. Click on the Create New Contact button

   

4. Add Case Contact Details

   1. Only Last Name is technically required, but you can add any applicable known information

   2. Click the Save button

      

5. Identify the Case Contact Type

   1. You can only have one Primary Employee/Contact, but you can select from the drop-down any of the other options (spouse, husband, wife, child, etc.).

   2. Click Save
      

6. Redirect to the Case
   Click the Case Number
   

7. View Case Contact

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