Contacts

 

 

 

The Contacts module is used to create and display contact information that can be shared with other users.

 


This module functions within the standard role-based security inheritance chain described in the tab designer topic.  Administrative users can configure additional module settings by clicking the  button.


 

Viewing Contacts

 

All users with Read permissions on the tab have the ability to view contacts.  The contacts appear in a table that includes name at a minimum and other contact details.  When email addresses are available you can email a contact by simply clicking on the contact's email address which will launch your default email application.

 

Managing Contacts

 

Users with Add permissions on the tab can click the  button to open the new contact editor.  Users with Edit permissions on the tab can click the  button to edit an existing contact.  Be sure to click the  button to save your changes when adding or editing content.  Users with Delete permissions on the tab can click the  button to remove the contact from the system.

 

The following attributes are available in the editor:

 

First Name (Required): First name of the contact.

Last Name (Required): Last name of the contact.

Title: The name that describes the contact’s job or position.

Email Address: The full email address of the contact.

Primary Phone: Primary phone number for the contact.

Secondary Phone: Alternative phone number for the contact if they cannot be reached by the primary phone number.

 


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