Osprey Academy - Customer Support & Training

Using Osprey

Learn how to use Osprey to manage your day-to-day operations and processes

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

Adding a contact

To add a new Contact, open Case Management > Contacts & Organisations > Contact Manager > Add Contact.

Fill out as many details as possible.

At the bottom you can link the contact to an exiting organisation.

Click Save at the top of the screen.

Amending a contact

To amend or update a contact, go Case Management > Contact Manager.

Locate the required client, and click the Pencil Edit icon.

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

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