Contacts

Similar to the organisations you can store contact details of the people you deal with through the contact module. This is effectively an directory for your contacts.

To access contact module click on the side menu and then contact module. When the client’s platform is first created you should see at least one contact which is the person responsible for registering the create the client service in Our Management.

If you are unable too see the organisation module please check your permissions for CONTACT-MENU

To add the contact click on the arrow button and “add contact” from the pop up menu.

You will need CONTACT-WRITE permissions.

If you are unable to see this action please refer to the permissions section.

Insert the first and last name in the relevant field boxes. Choose your organisation through organisation look up widget. Complete the relevant fields as required. When finish click save.

You can always edit the contact by clicking on the edit button next to the contact name. To edit you must have CONTACT-WRITE permissions. If you have many contacts to add, you can add through the import feature. This involves completing a spreadsheet and importing through the ‘Import Contacts’ action. For more information see the knowledge base.