The + New Contact button in the Contacts Tab allows you to associate a contact for this Case in a dynamic layout without having to add them directly to the Case.
NOTE: You must have at least Enabled permission to Provider > Provider Tab and Enabled and Can Add permissions to General > Dynamic Layouts to insert contacts.
When the + New Contact button is clicked, the Contact Dynamic Layout will display. If the first field is a Name/Contact field, the Select a Contact window will immediately show.
Select an existing contact in your Neos database or click + New Contact to add a new contact.
If an existing contact is selected, the Name/Contact field will be populated with your selection. Use the Custom Case Involvement text field to enter details up to 300 characters.
If New Contact is selected, you will be prompted if the contact is a person. A new Contact Details window will display. Enter at least the Company Name (Company) or Last Name (Person) to save.
When the new contact is saved, their name or company will be added to the Name/Contact field on the Contact Dynamic Layout. Click the left arrow to return to the Contacts Tab. The Dynamic Layout child can be deleted by clicking the trash can icon. Use the + New Entry button to add an additional Dynamic Layout as a child of this Contact.
Once saved, the contact will be linked to the Case > Dynamic Layouts Tab > Contact.
From the Dynamic Layouts Tab, you can double-click the entry to return to the detail view.