Constituent Emergency Contact Information
To add Emergency Contact Information to an individual’s
record users will need to open the CRM360 screen for that individual.
1.
Click on the Edit Contact Info in the CRM360 header. This is located on
the CRM360 screen for the constituent users are working with.
2.
In the center of the contact information at the top, users will find the
In Case of Emergency hyperlink. Click on the link to display the
contact options.
3. Click the Add
button
4. Enter the
following information:
a. Phone Type:
Type of contact method via phone.
b. Contact
Number: Number to be contacted in case of an emergency.
c. Contact Name:
Name of individual to be contacted
d. Relationship:
Relationship of the individual to the constituent.
e. Comments:
If needed, add additional comments the constituent would need anyone to know in
case of an emergency.
5. Click the Save
button to save the changes.
