Adding Emergency Contact Information

Adding Emergency Contact Information

To add Emergency Contact Information to an individual’s record, 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 you are working with.

2. In the center of the contact information at the top, 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:
   1. Phone Type:  Type of contact method via phone.
   2. Contact Number:  Number to be contacted in case of an emergency.
   3. Contact Name:  Name of individual to be contacted
   4. Relationship:  Relationship of the individual to the constituent.
   5. 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.