Create New Contacts
Permissions
To create a new Contact in CS Contact, CareSuite users require a CS Contact role that has the "Manage Contact" permission
Methods
There are 2 main ways to create a new Contact:
Telephony Integration
Manually
1. Telephone Integration
A telephony integration needs to be configured by your CareSuite administrator and telephony provider. See Telephony Integration for more information
Navigation
Once configured, a new Contact will automatically pop when picking up a new phone call, chat, SMS, email, etc.
2. Manually
If a telephony integration is not configured, or a Contact needs to be opened separate from the telephony system, users can open Contacts manually within the application
Navigation
Click the 4 dots, aka "the waffle" on the top right of the screen, to the right of the bell icon
Click "Create Contact"
If enabled for your organization, use the drop down to select a Reason for Opening
Once selected, click "Confirm and Open", and a new Contact will open
See Manage Reason for Opening for more details on enabling and configuring Reason for Opening (Requires Admin permissions)
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