Alternate Contacts

The Alternate Contact information is used to attempt contact with a client when he/she cannot be contacted using the information in Contact Information.

Navigation

Bring the client into context by conducting a Client Search or selecting the client from My Cases. Use the client context menu to navigate to Case Details > Alternate Contacts, or click Alternate Contacts on the Case Details page.

View/Edit/Delete Alternate Contacts

1. Navigate to Alternate Contacts. The Alternate Contacts page displays.
2. To view, edit, or delete an existing contact, click the appropriate link in the Edit column.
3. To edit, change any of the information necessary to reflect the current contact information for the alternate contact. Click Submit to save. The updates are saved and the Alternate Contacts page displays.
4. To delete, click the Delete button. The alternate contact is deleted and the Alternate Contacts page displays.

Add Alternate Contacts

1. Navigate to Alternate Contacts. The Alternate Contacts page displays.
2. To add an alternate contact, click the Add Contact button. The Add an Alternate Contact page displays.
3. Add the contact information according to the instructions (see drop-down).

   • First Name: Enter the first name of the alternate contact.
   • Last Name: Enter the last name of the alternate contact.
   • Address: Enter the address of the alternate contact.
   • Address Line 2: Enter additional address information for the alternate contact, such as apartment number.
   • City: Enter the city of the alternate contact.
   • State: Enter the state of the alternate contact.
   • ZIP/Postal Code: Enter the ZIP or postal code of the alternate contact.
   • Country: If the alternate contact resides in a country other than the United States, select that country.
   • International State/Province/Country: If applicable, enter the international state, province, or county in which the alternate contact resides.
   • Phone: Enter the phone number of the alternate contact.
   • Alternate Phone: Enter an alternate phone number for the alternate contact, such as a cell or work number.
   • Email Address: Enter the email address of the alternate contact.
   • Relationship: Enter the relationship of the alternate contact to the client, such as parent, friend, or teacher.

4. Click Submit to save. The information is saved and the Alternate Contacts page displays. Click the Cancel button to return to the Alternate Contacts page without saving.