AffiniPay

The articles in this section provide an overview on contacts in MyCase. Topics that are covered include adding & editing contacts, archiving contacts, linking contacts to cases, and more! 

Contacts 

Contact Roles Overview

Eventually, when you have hundreds (or even thousands) of contacts in MyCase, groups will keep you organized.

How do I add/edit/delete Contact Groups?

Contact Roles and Group

Where can I find archived contacts in MyCase?

MyCase allows you to upload a photo of a contact to ensure you can always put a face to a name.

Add Contact Photo

Contact Details Page Breakdown

This article will walk you through editing a contact from the Contact List and Contact Details Page.

How do I edit a contact?

How do I delete a contact?

Creating a New Client

If an archived contact or client needs to be made active again, you can always Unarchive them.

How do I Unarchive a contact?

This article will instruct you where to go to view all of the notes that have been linked to a particular client/contact.

Where can I view notes for a client/contact?

The Archive Contact feature lets you remove a contact from your main contact database without actually deleting them from the system.

How do I Archive a contact?

This article will walk you through linking clients and contacts to cases.

How do I LINK a client/contact to a case?

Contacts

Find answers and get help from Intercom Support and Community Experts

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you