Main Contacts Page
Permissions
To access the Main Contacts Page in CS Contact, CareSuite users require a valid CS Contact role
Overview Metrics
There are 4 CS Contact metrics displayed:
Total — the total number of Contacts that exist in the CareSuite Organization
Total Yours — the total number of Contacts you have opened in the Caresuite Organizations
Yours (Last Month) — the number of Contacts you opened last month
Yours (Monthly Average) — the number of Contacts you open per month, on average
Search/Filter Contacts
Use the available filter options to search/filter for specific Contacts
Available Filter options: Status (Open/Closed), IVR ID, Contact ID, (Profile) Email, Date Range, Primary Need, Medium, Contact Source, Service Provision, Contact Tag, Agent (CS Contact user), (Profile) Name, (Profile) Phone, Zip Code/Postal Code, Profile ID
Navigation
For text fields, enter complete text to search
For drop down fields, scroll through the options, or start typing to get matching options, select an option
When ready, click "Search"
Use the "Clear" button to reset all fields
Contacts Table
The Contacts table provides details about each Contact in the organization.
Your CS Contact Admin will determine if you can view all Contacts, or only those you opened.
Which fields and in which order those are displayed is determined by you CS Contact Admin.
Navigation
Scroll up/down and left/right to view the Contact information
Click on the Contact ID to view the Contact Details
If the selected Contact does not have an associated profile, you will be directed to the Select a Profile page Select a Profile for a Contact. Otherwise, you will be directed to the Caller Details page Caller Details
See Manage Contacts Table for more details on modifying the fields displayed in the Contacts Table (Requires Admin permissions)
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