Contact Description Configuration

Items added with this function display in the Description dropdown list associated with a contact or a contact's address.

Note: This article contains printing instructions that are only applicable if Applied Epic is installed locally on your computer. If you access Epic through a web browser such as Google Chrome, Mozilla Firefox, or Microsoft Edge, you cannot print directly from within the system. See Printing for more information about the printing capabilities available from Epic Browser. All other steps in this article are applicable to both methods of accessing Epic unless stated otherwise.

From the Home screen, do one of the following:

Click Configure on the navigation panel.
Click Areas > Configure on the menubar.
Click the down arrow next to Home on the options bar and select Configure.

From any other area of the program, do one of the following:

Click the down arrow to the right of the Home options bar button and select Configure.
Click Home > Configure on the menubar. The Configure screen displays.

Click Account on the navigation panel, or Areas > Account on the menubar

Click Contact Descriptions on the navigation panel.

Click the appropriate selection in the list:

Address Description
Contact Description

In the Enable/Disable section, choose the appropriate radio button:

Disable field validation: Allows freeform text entry in the selected Description field.
Enable field validation: Forces your agency's users to select a Description option from a dropdown list.

You can do the following from this screen:

Add a Description
1. Do one of the following:
  - Click the Add button to the left of the Detail list.
  - With focus on the Detail list, press [Insert] on your keyboard.
2. In the Add/Edit Descriptions pop-up window, enter the new description in the Description field.
3. Click Finish or press [Enter] to complete the record.
  
  Click Add to add this record and create another one.
  
  Click Cancel or press [Esc] to exit the workflow without saving changes.
Edit a Description
1. Click to highlight the description that you wish to revise in the list, and then do one of the following:
  - Click the Edit button to the left of the list.
  - Double click the description.
  - Press [Enter].
2. In the Add/Edit Descriptions pop-up window, revise the description in the Description field.
3. Click Finish or press [Enter] to complete the record.
  
  Click Cancel or press [Esc] to exit the workflow without saving changes.
Delete a Description
1. Click to highlight the description that you wish to delete in the list.
2. Do one of the following:
  - Click the Delete button to the left of the list.
  - Click File, Delete on the menubar.
  - Press [Delete] on your keyboard.
3. You are prompted: "Do you wish to delete this record?" Click Yes.
Print the List of Descriptions
1. To print the list of the descriptions, do one of the following:
  - Click the Print button to the left of the list.
  - Click Print, Listview on the options bar.
  - Click File > Print > Listview on the menubar.
2. Print this list as you would any other document.

Click Finish when your changes are complete.

Click Cancel to exit the workflow without saving your changes. You are prompted: "Do you wish to discard changes?" Click Yes.