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Adding Additional Phone & Messaging Information to Contacts (Admin)

By default, when you create a non-individual contact (e.g., a contact for a company or organization), the system only allows you to add a single email address / phone number to the contact card. However, an admin can set this up to allow multiple addresses and phone numbers.

 

To do this:

  1. In Practice Management, go to Admin > Additional Settings. The Additional Settings page appears.
  2. Click Edit next to Participant types. The Participant types page appears.
  3. In the Type Name column, find the non-individual contacts. This might be Non-Individual, Company, Organization, etc.
  4. Click the number in the Panel Count column for that participant type. The Edit Panels for [Type] Contacts window appears. 
    You will now be able to remove or add access to parts of the contact form.
  5. At the bottom of the list of panels, click Add Row. A new row is added to the list.
  6. Click the drop-down arrow for the new panel and choose Additional Contact Information.
  7. Using the Column and Row fields, choose where the Additional Contact Information section will appear on the Create Contact page.
  8. When you're finished, click Save.

Now, when you are adding or editing the company/organization information in the contact form, the Additional Phone & messaging information section will be available.

 

Additional Resources:

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