There are two different types of contacts – Person and Organization. Both types of contacts allow for multiple phone numbers, email addresses and physical addresses. They both are created updated and deleted the same way. They are also both marked Active and Inactive the same way. The contacts differ in that Person contacts can be locked for editing, and Organization contacts contain a URL field, only one physical location, and one mailing address at a time. The information below uses Person as an example.
Within the system, contacts are maintained centrally and can be used by all program areas. If contacts change, (new owner) the old contact link should be removed, and a new contact created and linked. Be sure to not edit the existing contact to the new name as it may be used by another entity.
Community Water Supply contacts are NOT currently in MiEHDWIS. These are still stored in SDWIS.
How to Create a Contact
Click on Create from the top header menu.
Choose Person or Organization.
Enter the contact information on the Detail screen. You can enter multiple contact information for a single Contact by clicking the plus sign (
). In addition, contact information can be deleted by clicking the minus sign (
). Click Save.
How to Search for a Contact
Click Contact Search.
Enter the appropriate search criteria.
Click Search.
Click on the Contact Name link to retrieve information.
How to Edit a Contact
Click Edit.
Make Edits. You can also make certain fields the default by clicking the radio button next to each Contact detail record. Default fields are shown bolded, sorted to the top and highlighted on the Detail page.
Click Save.
How to Make a Contact Inactive
Click Edit.
Select Inactive in the status field.
Click Save.
How to Delete a Contact
Click Edit.
Click Delete.
A confirmation dialogue will appear and ask if you want to delete the Contact.
Click Delete.
How to Link a Contact to an Entity
While on an Entity overview page, click on the Contacts drawer (🪪) on right side of screen.
Click + Add.
Type in the Contact Name.
Enter the Role.
Choose if the Contact is a MiCaRS Billable Customer.
Click Add.
How to Link a Contact to an Organization
Conduct a Contact Search for an Organization.
Click on the Organization Name.
Click on Members.
Click + Add.
Enter the Person Name and choose from the dropdown.
Click + Add.