Add/Remove an Agency Contact

Adding Agency Contacts

Once an agency is created, you can add a contact for that agency. To do so, go to the casework > agencies page.

1. On the Casework > Agencies page find the agency that you would like to add an agency contact for by finding it on the left hand side. Note, you can hit Ctrl + F to search through the list

2. Click on the name of the agency on the left. On the right hand column at the top, click the white plus button

3. This pulls up a search for the new person. If they already exist in the system, go ahead and search for the person and then click the 'add' button to add them as a new agency contact

a. If the person does not already exist, click the blue plus button in the top right hand corner of the 'add people to agency' search fly out.

That's it! When you start a new case, you will now see both the agency and contact listed in the selection dropdowns.

Removing Agency Contacts

To remove an agency contact, you can find them under their listed agency on Casework > Agencies. When you find their name in the list, click the trash can to the right. This will remove the link between the agency and the person, but it will preserve any links that person has to old cases.

You can also remove an agency contact by searching them in the instant search, opening up their people record, and removing the listed agency that appears underneath their name in the upper-left corner of the people record.

** If you accidentally remove an agency contact, you can re-add the contact by searching for them and adding them back to the agency**