Add/Edit a Contact using the Case Management App

Updated Nov 17th, 2020

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

Open the Osprey Approach Case Management App, click ‘Contacts’.

Step 2

Click the ‘Add’ button.

Step 3

Fill in the details on this page and click save. At the bottom you can link the contact to an organisation if necessary.

Step 4

To edit the contact, click ‘Contacts’ and then left click their name. If you make any changes, remember to click ‘Save’.