Division of Student Affairs

Managing Case Contacts

Adding a Contact

1. From the Contacts menu, select "Add Contact."
   
   
2. Enter the person's CaseID in the Username box.
   • You can give the person a Nickname which will be displayed in your contact list rather than their CaseID.
   • If you have created user groups (see below), you can put this person in a group as you add them.
   
   
   
3. Your newly added contact will show up as "Pending" until they confirm that they want to be added to your contact list.

Adding Groups

1. From the Contacts menu, select "Add Contact Group."
   
   
2. Enter a descriptive group name ("Friends," "Co-Workers," "Summer Students," etc.) in the box that pops up.
   
   

Organizing Contacts

• Once you have created groups, you can right-click on a contact's name, select "Move To," and then select the group name you want to put them in.
  
  
• You can also copy a contact to another group (for example filing them under both "Co-Workers" and "Friends") Follow the same steps as above, but select "Copy to/"
• You can change a contact's display name (the name that shows up in your contact list) by right-clicking and selecting "Rename."