4
Add a Case Contact
4.1
View the desired specialty case details.
4.2
Make sure the Contacts sub-tab is selected, then click New to display the Contact window.
4.3
Specify contact information as follows
Type of Contact
Specify contact type from the drop-down list.
Company
Click the button and specify the contact's company using the Company Search window.
Name
Contact name.
Email
Contact email.
Company Telephone/Extension
Contact's company phone and extension. Put the phone number in the first field and the extension in the second field.
Contact Direct Dial
Phone number where you can reach the contact directly.
Fax
Contact's fax number.
4.4
Click Save.