Jasmine Software

Contact Management

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Lightning: Adding Employment Status Values

Lightning: Attach files to patient records

Lightning: Creating Accounts

Lightning: Creating New Patient Contact Record

Lightning: Disabling Birthday Emails

Lightning: Enabling Birthday Emails

Lightning: Import Patient Information from Other Systems

Lightning: Mass Email Contacts

Lightning: Merge Contact Records

Lightning: Send Email to Contact

Lightning: Setting Account Alert on Contact

Lightning

Classic: Add Patient Picture

Classic: Adding Contact Profile Picture

Classic: Adding Employment Status Values

Classic: Attach files to patient records

Classic: Combine Contacts Under Household Account

Classic: Creating Accounts

Classic: Creating New Patient Contact Record

Classic: Disable Social Integration

Classic: Disabling Birthday Emails

Classic: Enabling Birthday Emails

Classic: Import Patient Information from Other Systems

Classic: Mass Email Contacts

Classic: Merge Contact Records

Classic: Send Email to Contact

Classic: Setting Account Alert on Contact

Classic: Sharing Contacts

Classic

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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