Jump to content

Adding Contacts?


DougA

Recommended Posts

Hi @DougA

Thanks for your post.  As Victor mentions you can use the Contact menu option to add and manage your contacts.  Once viewing the list of contacts you should see an ''New Contact'' button in the top right of the tool bar.  Clicking on this will take you through adding a new contact.  If you don't see this button it will be down to not have the appropriate rights to add contacts.  There is a role called "Contacts Admin'' which you will need to add, edit, and delete contacts.

Regards,

James

Link to comment
Share on other sites

I also just wanted to mention that there is an option on the Organisation form to also add a contact.  Currently this is only available if you have the role ''Organisations Admin''.  However, we have just put in a change to the rights so that with the ''Contacts Admin'' role you will also be able to do this.

AddContactToOrg.PNG

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...