Wiki source code of Quick Select Contacts
Last modified by MasterApps Support on 2021/06/18 01:36
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1 | If you have set contacts within your **Contacts** tab for any Incident / Claim you will be provided the option of **QUICK SELECT **when assigning a contact. | ||
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3 | This will save you time, as rather than searching for your contact from your entire contact library, you can select directly from a short list of pre-defined contacts (see finger icon below). | ||
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5 | You will see the **QUICK SELECT** option for example, when emailing a return to work plan or medical certificate. This makes it simple to send the document to an employee, or manager or case manager as you require. | ||
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7 | You will see the **QUICK SELECT**option also when you create an action. This makes it simple to assign the action to a manager or supervisor, as may be required. | ||
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9 | This gives you more incentive to keep the contacts tab for incidents and claims up to date. | ||
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11 | [[image:Attachments.WebHome@mceclip2.e0270.png||style="max-width:442px" alt="mceclip2.png"]] | ||
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13 | [[image:Attachments.WebHome@mceclip3.8903e.png||style="max-width:413px" alt="mceclip3.png"]] | ||
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15 | The **QUICK SELECT** menu will show your assigned contacts, for example; employee, treating doctor, case manager, injury manager, manager/supervisor or claim manager. They must however be assigned in your **Contacts** tab of the Incident / Claim to appear in the **Q****UICK SELECT** menu. |