Contact Side Navigation

Permissions

To update the information in the Contact Side Navigation for a Contact in CS Contact, CareSuite users require a CS Contact role that has the "Manage Contact" permission

Contact Side Navigation Sections

There are 2 main sections in the Contact Side Navigation section:

1. Contact Tabs (Navigation)

   1. Caller Details — Check details about caller

   2. Programs, Surveys, and Protocols — Whole list about programs

   3. Search Resource & Taxonomy — Detailed search

   4. Referrals — Check referral list here

2. Pinned Items, under "Pin"

   1. Caller Information

   2. Notes

   3. Delete Contact (Permissions-based)

1. Contact Tabs (Navigation)

For more information on all pages linked in the Contact Tabs section, please visit their individual pages:

1. Caller Details

2. Programs, Surveys, and Protocols

3. Search Resource & Taxonomy

4. Referrals

2. Pinned Items

Pinned Items includes shortcuts to viewing select Contact Information

Caller Information

• Caller Profile

  • View the Email (of the Profile), Contact ID, and IVR ID

• Caller Demographic

  • View the information about the Profile, aka "Demographic Survey", "Profile Details"

• Caller IVR Data

  • View the information from the telephony system

• Click the "X" in the top right to return to the regular Contact Side Navigation View

• A telephony integration needs to be configured by your CareSuite administrator and telephony provider. See Telephony Integration for more information

Notes

• Click this option to view existing Notes on the Contact (from the Select a Profile page) or add more Notes

• These Notes are linked to the current Open Contact, not the Profile as a whole

• Notes typed in the box will Save automatically

• Click the "X" in the top right to return to the regular Contact Side Navigation View

Delete Contact

• Click this option, and Confirm "Delete" to permanently Delete this Contact, or "Cancel"

• This option is only available for users who have the "Delete Contacts" permission