Add Rolodex Entries in a Case

Add new contacts, businesses, and organizations to customize your organization's Rolodex.

    Add a Rolodex Entry Within a Case:

    While entering information in a case, if you see a sign on a field you have the ability to Add a New Rolodex Entry.

     

    Best practice is to check the drop-down to see if the entry already exists.

     

    If the entry doesn't exist, select the to add the entry.

    Add the Organization Name.

    If, This Business Can Serve as a Venue for Services, check the box, and make sure to add the Address and Contact Information. 

    If you think you'll use this contact again, check the box to Save to Organization Rolodex.

    Save!

     

    Some entries will have you select what type of entry it is.  

     

    Enter the Name (first and last name are required).

    Add the Address, if applicable.

    Contact Info includes email, phone, and fax number.

    If you think you'll use this contact again, check the box to Save to Organization Rolodex.

    Save!

     

    Need More Information?:

     

    Need Help? Email us at support@passare.com or call 1-800-692-5111!