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Overview

The MAGNET Back Office supports tracking contact information for any related contacts for on cases, listing each contact in the RHS in a block titled “Contacts”. The Contact Information section is where details regarding each case contact can be added, viewed, or edited.

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Adding Contacts to Cases

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In the upper left-hand corner of the Contact Information section, the Contact type can be selected from the Contact dropdown menu. This dropdown lists the available contact types for the selected case type.

Applicant/ Complainant/Requester

All Most applications must have a defined applicant(Also referred to as Complainant in Code Enforcement or Requester in COO) contact. The applicant is typically one of the contacts previously added to the case, or an additional Applicant can be added. If the applicant is a contact that was previously added to the case, the orange “Set As Applicant” button can be clicked to set the selected contact as the applicant.

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