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The Contacts Module module allows you add manage employee and client contacts. These can be arranged in sections and groups.

 

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Users with Manage permissions are able to edit and update contacts without accessing the administration functions.


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Click to ADD a new contact to a Group

Click to EDIT a contact


Contacts are arranged into Sections and Groups:

Sectionsare the top level grouping
 contain 1 or more groups below them
 access to each Section can be controlled
Groupsappear below Sections – 1 or many
 contain 1 or more contacts
 access cannot be individually controlled

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To control which Users can access each Section, edit the User profile 's account in the Tools > Control Panel menu .as shown below:

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Groups Administration

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To CREATE a new Group, enter / select the following and click ‘Save’:

Name: Enter the name of the Group (this will appear as the ‘title’ for the group
Display: The number of columns of information for the contacts within this group
Belongs to:The Section that the Group will belong to
Sort by:The column that the contacts will sort by when displayed
Details:Enter the address and other details for the Group – these will appear below the title for the Group (in the coloured bar)

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