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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