Manage Contacts Table

Permissions

To Manage the Contacts Table in CS Contact, CareSuite users require a CS Contact role that has the "Manage Contact Table Settings" permission

Modify Contacts Table

Modify the fields present or their order in the Contacts Table for a more customized and streamlined workflow for your Organization.

Any Edits made to the Contacts Table is Global throughout the Organization; all users in your Organization will see the exact same table as you.

Click "Restore Default Settings" to return to the original (CareSuite default) Contacts Table configuration

Add Fields

Default Fields: Status (cannot be removed), Contact ID (cannot be removed), Agent (cannot be removed), Medium, Source, Primary Need, Created At, Tags

Additional Fields which can be Added: Closed At, Email, Phone, Name, Zip Code/Postal Code

Navigation

• Click "Edit Columns"

• Check/uncheck to add/remove a field from the Table

• Click "Add Field", then select the desired Field to add an Additional Field to the table

Reorder Fields

Default Field Order: Status, Contact ID, Agent, Medium, Source, Primary Need, Created At, Tags

Navigation

• Click "Edit Columns"

• Click and hold down the mouse click on the Hamburger Menu (the 3 horizontal lines) next to the field you are looking to move

• Drag and drop that field in its new place