How to Add an Email to a Case

Adding an Email to a case owner's file in FinView is a straightforward process. Here’s a step-by-step guide on how to do it:

1, Navigate to the Case Owner File:

• Begin by logging into your FinView account.
• Locate the specific case owner file you wish to update. You can use the search function if necessary.

2, Access the Email Contact Card:

• Once in the case owner's file, hover your mouse over the Email contact card. It will highlight in orange, indicating that it’s interactive.
• Click on the contact card to open it.

3, Add a New Email

• In the pop-up window, scroll to the bottom where you will find the option 'Add Email Address'. If there are already multiple Emails listed, you may need to scroll down to see this option.
• Click on ‘Add Email Address'.

4, Enter the Email address:

• Enter the Email in the designated field. Make sure there are no spaces or special characters.

5, Save the New Email:

• After entering the Email, click on ‘Add Email’ to save the new contact information to the case owner’s file.

If you wish for this new Email to be the primary contact number, you can follow a separate article on how to assign a contact as the primary contact in a case owner’s file - Link