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Adding Another Case Case Contact to a Case

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Adding Another Case Case Contact to a Case

Owned by Peter Dodge
Jun 22, 2022
1 min read

  1. On the Case record page, click the New button on the Case Contact section



  2. The next step depends on whether the new Case Contact is a past/present CU employee or not affiliated with CU

    1. If the new Case Contact is a past/present CU employee, stay on the Search Employment Records tab to find the person

       

    2. If the new Case Contact is not affiliated with CU, switch to the Search All Contacts tab and click on the Create New Contact button.



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