How to edit Directories from the Directory Search?
How to edit Directories from the Directory Search?
When the Directory Search screen is opened users can select the arrow next to the names to open more information about the Directory. From there users can toggle to see the current Address, Phone numbers, and related cases. Users are able to edit or delete current address and phones directly from this screen.
If users need to add a new address or new phone, they can do that by right clicking on the name to open the right click menu and select the Add Address or Add phone.
If users need to update the Directories profile, detail, or emails, they can do that by right clicking on the name to open the right click menu and select the Edit option to update the information.
What information can be edited from the Directory Search?
Users are able to edit and update current information such as Addresses, Phone numbers, profiles, directory details, and emails.
Users are also able to use the right click menu to add new address and phone numbers to the directory, directly from the Directory Search screen.
When can I edit directories from the Directory Search?
The edit options are only available when the Directory Search is invoked on the Relationship tab or Relationship steps in the Case Wizard and Reopen Wizard.
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