Support Team

This guide will show you step by step how to add/edit Support Members to a record in the CSATS module. We have even made it easier by including short videos to help.

Explanation of Sections:

Support Team Member: Add an Agency Staff Member to this record.
Edit Support Team Member: Edit an existing Support Team Member on this record.

Add Support Team Members

  1. Open the record you wish to add support team members to.
  2. Locate the Support Team tab in the left-hand menu and click on it to view active and inactive support team members.
  3. Click on +Add Support Team Member button.
  4. You will be presented with an Add Support Team Member pop-up window.
  5. Select the required Support Team Member from the drop-down list.
  6. Set Assigned Date from the date picker.
  7. If required, select the Primary Contact checkbox if this is the primary contact support team for the client.
  8. Click Save to save your referral amendments.
Example Adding Support Team Members

Edit Support Team

  1. To edit an existing support team member assigned to a client, locate the support team member from active and inactive support team members list and click the small blue button on the right-hand side (a pencil inside a square icon).
  2. You will be presented with an Edit Support Team Member pop-up window.
  3. If required, set Assigned Date from the date picker.
  4. If required, set Unassigned Date from the date picker.
  5. If required, select the Primary Contact checkbox if this is the primary contact support team for the client.
  6. Click Save to save your amended support team member details.
Example Edit Support Team Members

Updated on May 31, 2023

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