Add a New Constituent in the Call Taker Interface

While inputting a new request on the Call Taker form, a new Constituent can be added without leaving the page and losing the information.

Instructions

1. Sign in to your site

2. To begin a new request, click New, then Request:

3. In the Submit for Constituent section, select the search bar to view the Add New Constituent option:

   Note:

   Reference the Submit a New Request in the Internal System article for details on how to fill out the fields.

   

4. Input the Constituent Name. The Email, Phone Number, and Address fields are optional:

   Notes:

   • If a Constituent has more than one email address, the form will ask which email address the Constituent wants tied to the request.

   • We recommend adding an email address so the resident can get updates about their request. If only a name is entered, the Call Taker will see a message asking to add an email address to the constituent. The request can still be submitted without an email.

   

5. Select Save: