Contact Info Panel
In the default layout, the Contact Info panel appears at top right. It contains key contact information about the account, including name and address, SSN, language, date of birth, and email address. Use this panel to update account information, add a capture code or set an appointment with the consumer.
Click the USPS Validate button to validate the address with the U. S. Postal Service. The system will display a modal with the validated address. Click Update to update the address or click the X or away from the modal to cancel.
When you make a change to the panels, the change is not immediately saved. When you make a change, one of the Go commit buttons will light up. Click that button to actually save the change.
In addition to the Go button, the Next button in the Status Bar will light up. If you make several changes on several panels you don't need to click each of the Go buttons. Instead you can click the Next button in the Status Bar and it will commit all the changes on the page and take you to the next account in your work stream.
As with the other panels, clicking the eyeball icons will display modals with more detail. If you click the eyeball next to the Contact Info title, it will display the address history for the account. If you click the one next to the Capture Code, it will display the Capture Code history.
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