Contacts

Once you convert a lead to an account, you work with different people to discuss account and policy information—these are contacts. Whether they are stakeholders or individuals listed on the policy itself, you likely make all policy updates through contacts.

On the Contacts page, your most recently viewed contacts display by default, but you can select another list view from the picklist by clicking the current list view’s title. Here, you can add or edit contacts, which then update in Applied Epic. You can also search the contacts list by using the Search bar, refresh the list by clicking the refresh icon , and email the contact list by clicking Send List Email on the actions bar.

Add a Contact

1. Click New on the actions bar.
2. The New Contact popup window displays. Select the record type: Individual or Business,
3. Click Next.
4. Since you are not adding the contact from inside of an account, no information defaults. You must enter the Last Name under the Contact Information section; no other fields are required, but it is recommended to fill in as much as you can.
   Note: Adding a contact directly from the account allows the account's information to default on the contact. You may want to do this to save time and eliminate the need for duplicate data entry.
5. To add this contact to an account, click the Account Name field under Contact Information. Enter part or all of the account name, and select it from the locate list. To create a new account, click New Account on the bottom of the list, and follow the steps to add an account. Contacts in Applied Epic are connected to accounts and are not separate from them. Therefore, to allow a contact to save in Applied Epic, you must associate it to an account.
6. Click Save to add the contact, or click Save & New to add the contact and start adding another.

Edit a Contact

1. Select a contact.
2. The contact’s detail page displays. Click either the Edit button on the actions bar or the Edit icon beside any field.
3. Optionally, click the icon beside the Contact Owner field to change the owner.
   Note: You cannot assign a contact to an inactive employee. Any current contact assigned to an Epic Employee that is marked as inactive will be assigned to the Integration User.
4. When you have made the desired changes click Save.

Delete a Contact

To delete Main Business Contacts or a Primary Contact, you must first update a different contact as the Main Business Contact or Primary Contact from the Update Contact Type, then delete it.

1. Select a contact.
2. The contact’s detail page displays. Click the Delete button.
3. A message displays, Are you sure you want to delete this contact? Click Yes.

Update Contact Type

You can update an existing contact on an account to be the Primary Contact or Main Business Contact. If you change the type of contact in Applied Epic for Salesforce or Epic Benefits for Salesforce, the change is also updated in Applied Epic.

1. Locate the account, click the Contacts tab, and then click the Contact Name you want to update.
2. Click the Update Contact Type button.
   Note: If the button does not display by default, contact your system administrator to have it added to your layout.
3. From the Update Contact Type screen, select the appropriate checkboxes to update the contact record to either the Primary or the Main Business contact on the account.
   Note: Main Business contacts are only available on commercial accounts.
4. Click the Save button to save your changes or the Cancel button to discard your changes without saving.