The eCASE platform provides contact management functionality to track and manage contacts related to cases. A contact is a person who sends case-related information (correspondence, requests, etc.) to an organization. To process the case information, users first need to create a new contact in eCASE, including details such as the contactās name and organization. After the contact is created, users can create a folder, which serves as the ācase objectā for further processing, such as attaching supporting documentation and moving through a workflow sequence for reviews and approvals. This folder is tagged with additional details (metadata) for use with tracking and search within eCASE.
eCASE maintains a detailed log of all correspondence received from a given contact. You can view this log at any time. You can also edit contact information, however you cannot delete a contact if the associated case folder is still open or in progress.
Accessing Contacts
You can access Contacts from the left-hand Launch Pad. After clicking Contacts, there are two selections available, View and New:
Selection | Description |
View | Under View, users have the option to select Search Contacts, where they can search eCASE for a specific contact. See additional details in the Search Contacts subsection |
New | Under New, users can select a contact type to create a new contact. The contact types listed under New depend on the contact types configured in the eCASE application |