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On this page:
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Info |
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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.
Click to ADD a new contact to a Group | |
Click to EDIT a contact |
Contacts are arranged into Sections and Groups:
Sections | are the top level grouping |
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contain 1 or more groups below them | |
access to each Section can be controlled | |
Groups | appear 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:
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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