Contacts are an easy way to document and find a list of important people by Area. They are viewable in the Contacts section.
The information can be populated through direct entry on the Contacts page or by selecting “Available as Contact” in the User profile of an individual User. For each individual that is logged in, the Contacts displayed in the system will also be filtered by operator Permissions.
- To view Contacts, click on the menu and choose Contacts in the Set Up section.
- To edit a Contact, click the pencil to the right of each Contact.
- To delete a Contact, click the button in the bottom left corner.
- To add a Contact, click the button in the top right corner of the page and enter the information.
When adding a Contact only the name and Area they belong to are mandatory. Contacts can be assigned Roles and an Area that corresponds to that Role.
Before adding a Contact, it’s important to specify what Role they play in the organization. To begin, select the button. This will bring up the following menu:
If the Contact Role you wish to add is not in the list of default, you can add a new one with the button. In the popup that appears, simply add the Role’s title and hit Save to proceed.