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

Edit Support Team
- 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).
- You will be presented with an Edit Support Team Member pop-up window.
- If required, set Assigned Date from the date picker.
- If required, set Unassigned Date from the date picker.
- If required, select the Primary Contact checkbox if this is the primary contact support team for the client.
- Click Save to save your amended support team member details.
