Add/Edit a Contact using a browser

Who is this guide for?

Any Users

You can store the phone and address details for the professional individuals. This guide will go through adding and subsequently editing contacts on Osprey.

Step 1

To add a new Contact

Select Case Management > Contacts & Organisations > Contact Manager > Add Contact

Step 2

Fill in the details on this page

At the bottom you can link the contact to an organisation if necessary.

Click Save at the top of the screen

Step 3

To edit the contact,

Select Case Management > Contacts & Organisations > Contact Manager

Click the Pencil Edit icon, of the contact to change.

You may make any changes and click Save at the top, you may even delete the contact if it no longer needed.