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How to add or update contacts

Keeping contact information up to date means the community staff always know who to call

Erez Cohen avatar
Written by Erez Cohen
Updated over 2 years ago

You can add contacts or edit the details of an existing contact any time.

Adding a new contact

  1. To add a new contact, select the 'Contacts' tab on the top navigation bar.

  2. Click on 'Add Contact', which is on the right hand side.

    Note: You must add First Name, Last Name, and Relationship to Resident in order to save a personal contact. All other fields are optional.

Update a contact

To update an existing contact:

  1. Select the 'Contacts' tab on the top navigation bar.

  2. Choose the contact you want to edit.

  3. Select 'Edit Contact Details', which is located under the name and contact information.

  4. Edit the contact details.

  5. Once you have finished your edits, click 'Continue'.

  6. The popup will change to allow you to to add optional notes or assign a role.

  7. Click 'Save' to save all of your changes.

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