Doc. Number | Article Title | Effective Date | Version |
FHC-XX | Adding, Editing, and Deleting a Contact | March 19, 2025 | 1.4 |
This article was written to provide instructions on managing contacts, specifically how to add, edit, and delete contacts within the CRM. This article is broken down into the following topics:
Adding a contact
NOTE
Depending on your permissions, some options may not be available.
- From the Contacts tab, click Add a Contact.
The Add Contact page displays (see below). - You will then be taken to a blank intake form.
- First, take a look at the Public checkbox, then the Company and Assigned To options above the form table at the top right of the page.
- Public - marking the contact as "Public" gives everyone access regardless of their user role permission or other limitations on viewing data.
- Company - The company assignment designates the company to which the contact will be assigned. If left as "--Select--," the system will automatically assign the contact to the same company the user creating the contact is assigned to.
-
Assigned To - User the contact is assigned to, if left alone the system will automatically assign the contact to the user creating it.
- Fill in the fields listed on the page. If there is a co-applicant, a duplicate set of fields will appear to be filled out for the co-applicant.
Note: If you see **, that designates a field required to save. The user must fill that information in before saving the contact.
- Along the left-hand side of the page, you will find the different form groups; click any of the listed form groups (such as Address Information, Employer Information, Additional Information, Reference 1, or Reference 2) to access more sections of the form.
- Once you've completed entering information, do one of the following: you can click Save and Exit to create the contact and go to the client dashboard. Otherwise, at any point, click Save to create the contact but continue editing.
- If you have multiple form groups to fill out, click Save after you complete the current form > then click on the next form group; or
- If you only have one form to complete, click Save and Exit.
Editing a contact
Deleting a contact
IMPORTANT
You can only delete a contact if they have not been enrolled.
- From the Client Dashboard, click Delete Contact.
- Click OK to confirm this action.
IMPORTANT
We do not recommend deleting contacts. We suggest you edit the contact and unassign it.
Article Version History:
Version | Effective Date | Description |
Basic | 05/10/2021 | Initial Release |
1.0 | 01/08/2023 | Combined with former "Adding a Contact" standalone article; added version control footer |
1.1 | 02/09/2023 | Refreshed several screenshots for improved legibility and to reflect updated user interfaces. |
1.2 | 03/20/2023 | Refreshed two corrupted screenshots, no other changes made. |
1.3 | 03/20/2024 | Refreshed additional screenshots to reflect current interface. |
1.4 | 03/19/2025 | Refreshed most screenshots to reflect interface updates and improve readability. |