Add individual provider contact

This is where you can add an individual contact for a provider. To add a group contact, go to Create group contact.

1. Go to Configuration > Administration > Providers.
2. Select the provider entry. The provider record opens.
3. Select Contact. The Contact pane opens.

4. Click + Add New Contact. A blank provider contact record opens.

   Note: The single provider contact is attached to individual separate mailboxes between customers and providers. Group provider contact designation was designed so carriers can provide a single common mailbox for their customers.

5. By default, the record is set to Individual contact.
6. Click + next to the Contact Name label. A list of users which can be filtered by first name, last name, or email opens.
7. Enter the criteria into the search box. The list updates with users whose details match your search terms.
8. Select the entry of the user who you want to make a contact. The name and email fields update with the select employee's information.
9. Once the name is selected, the user entry may not have information in some fields. Enter information as necessary.
10. Click + Add New Email to add additional emails to the contact entry. Repeat as necessary.
11. Enter a Description.
12. Select Participating from the Group drop-down, and select the group in which the contact belongs (optional).
13. Click Apply to finish creating the contact.