Classic: Sharing Contacts

← Contact Management

  • Click “Setup” -> Search “Sharing Settings” -> Click “Sharing Settings”


  • Click “Edit” for Organization-Wide Defaults


  • Select “Public Read/Write” for Contact


  • Click “Save”


  • You can now see all contacts within your organization.


Contact Management

  1. Lightning: Creating New Patient Contact Record
  2. Lightning: Import Patient Information from Other Systems
  3. Lightning: Adding Employment Status Values
  4. Lightning: Merge Contact Records
  5. Lightning: Mass Email Contacts
  6. Lightning: Creating Accounts
  7. Lightning: Attach files to patient records
  8. Lightning: Setting Account Alert on Contact
  9. Lightning: Enabling Birthday Emails
  10. Lightning: Disabling Birthday Emails
  11. Lightning: Send Email to Contact
  12. Classic: Creating New Patient Contact Record
  13. Classic: Import Patient Information from Other Systems
  14. Classic: Adding Contact Profile Picture
  15. Classic: Add Patient Picture
  16. Classic: Adding Employment Status Values
  17. Classic: Merge Contact Records
  18. Classic: Sharing Contacts
  19. Classic: Disable Social Integration
  20. Classic: Mass Email Contacts
  21. Classic: Creating Accounts
  22. Classic: Attach files to patient records
  23. Classic: Setting Account Alert on Contact
  24. Classic: Enabling Birthday Emails
  25. Classic: Disabling Birthday Emails
  26. Classic: Send Email to Contact

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