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Contacts

ver. 1.0

This article is for an Administrator only.

 

An ordinary user will not see all the contacts. His/her view is limited to accounts that they own or contribute to.

As an Administrator you have the ability to create, modify and delete contacts.

 

Go to "Data" and select "Contacts".

Contacts_01.png

The Contacts Administration page has the following features:

a)  Actions

b)  Contacts Template

c)  Contact Card

 

 

a)  Actions

Contacts_02.png

The "Actions" drop down lets you:

  • Create Contact - when clicked the will appear, fill in the information and "Save".

Contacts_06.png

  • Import Contact  - when clicked, allows you to upload the contacts template form your computer

 

 

 

b)  Contacts Template 

Click this link to download the template. Put in your contact information and save for uploading. 

Contacts_03.png

 

 

 

c)  Contact Card Contacts_04.png

Click on a contact to edit his/her profile.

Contacts_05.png

Click "Save" when done.

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