Contacts v.3.20.2023

Administrator Guide

March 20, 2023

Contacts 

Click on the Contacts menu tab to bring up the following sub-menus;

Bulk Phonebook Import

1. Download the Template for the Bulk Contact Person within the Contacts menu.

2. The following cells are required to upload successfully.

• First and Last name

• Email address

• Organization name

• Division and Functional Area (These values must pre-set in the Division Configuration area)

3. Navigate to the Bulk Phonebook Import sub-menu and click on it.

4. Click the ‘Select files…’ button to browse for your saved contact list template.

5. Contacts can now be viewed on the Phonebook page.

Division Configuration

1. Navigate to the Division Configuration sub-menu and click on it.

2. Configure the following settings:

Division 

• Click the Add New Entry button

• Name the new Division, then click the Save button.

• Use the Update button to rename a Division and the Delete button to remove your selected Division.

Functional Area 

• Click the Add New Entry button

• Name the new Functional Area, then click the Save button.

• Use the Update button to rename a Functional Area and the Delete button to remove your selected Functional Area.

Download Template for Bulk Contact Person Import

Click this to download the template needed for the Bulk Phonebook Import.

Phonebook

1. Navigate to the Phonebook sub-menu and click on it.

2. To add a new Contact, click the Create Contact Person button.

3. Fill in the required fields that are marked by a red asterisk. All other fields are optional.

4. Click the Save button to add to the main Phonebook list.

5. To Edit an existing contact, click on the blue Edit button within the last column of the  Contact’s row.