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Add Contacts to the Contact Directory
Add Contacts to the Contact Directory
Updated over 6 months ago

How to add a contact and their information to CASEpeer. This can be helpful when adding in contacts not yet associated with a case.

  • Navigate to the Main Menu Home Tab and click on Management.

  • Select Contact Directory.

  • Click Add Contact at the top of the page.

  • Select the Contact Type from the dropdown menu and click Next.

  • Enter the contact’s information.

  • Click Save.

  • NOTE: Adjusters must be added directly to a case.

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