On this page:
The Contacts Module allows you add manage employee and client contacts. These can be arranged in sections and groups.
Introduction
The Contacts page is used to manage employee and client contact information.
Contacts are arranged into Sections, and within each Section specific Groups.
These can be set up and updated by your administrator. You can browse the available Sections
and Groups using the menu to the left of the screen, visible in the image below.
There is a Search function available to the top right. Entering any part of a name
or title will return a list of the matching entries in the contacts register.
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 |
|---|---|
| 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 |
Typically you would create 1 Section for Employee contacts, and another for Clients contacts.
This allows you to restrict access as required. You can create as many Sections as you wish,
and control access to each.
Within each Section you can have 1 or more Groups depending on your requirements.
Contacts – Administration Functions (Sections)
[click to enlarge]
Sections Administration
The main screen lists existing Sections, with a text box for creating new sections at the bottom of the screen.
To CREATE a new Section, enter the required name in the text box and click ‘Save’.
To EDIT and existing Section name, click the ( ) icon, enter the new name and click ‘Save’.
To CHANGE THE ORDER that the Sections appear in the menu, click the (
) arrows to move each item up and down the list.
To DELETE a Section, click the ( 
) icon.
To control which Users can access each Section, edit the User profile in the Tools > Control Panel menu.
Groups Administration
The main interface screen for administering Groups is indicated in the following image.
Contacts – Administration Functions (Groups)
[click to enlarge]
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) |
These settings can be edited once the group has been created.
Once you have created the Group, you must edit it from within the list to nominate the column headings.
You can nominate up to 10 headings, and specify the order in which they will appear (from the left).
For example, Column 1 will be the first column on the left, Column 2 will be next etc.
The Display drop down box determines how many columns will be shown in the contacts list, starting from the left.
For example, if you set Display to 5, it will show columns 1 through to 5 when the Group is viewed.
To EDIT an existing Group, click the () icon, make the required changes as indicated above and click ‘Save’.