Category: Contacts

Click Contacts from the left sidebar to see the list of contacts and access your other options related to them. You will see contacts shared with you (which require at least R permission). Additionally, you can do the following using the toolbar. Search: Type a text to search and list all the matching contacts within…

Adding a new contact Click Actions -> Create to create a new contact from the listing screen. The following are mandatory: First Name: enter the contact person’s first Name here Email: enter a valid email here (for example, johndoe@email.com or john.doe@email.com.ca). The following are optional: Category: Select a category here. Last Name: Enter the contact…

Click Categories to see the list of categories available for you. You will see the Add button. Each category can be edited if you are the owner or the collaborator, disabled or viewed. Adding a new category Click Add to add a new contact category. The following are mandatory: Title: enter a category name. The…

Links have one fixed widget that shows the contacts on the dashboard. Important Contacts: This widget shows up in the dashboard. The most recently published five contacts in the linked categories show up here. Clicking a specific contact here will take you to the Contact View screen. Clicking View All in the widget will take…