People: Phone List and Contacts

Requirements

This user guide is for anyone on Claromentis 8.2+ 

 

Overview

This video aims to show the phone lsit and contacts features in the people application

 

Steps

1. Both of these items can be accessed fromt he additional items option located as the final button on the list within the People application

2. Phone List's main feature to to list all users and provide all their contact deatails in one printable list for users who would like to have this accessable

3. You can choose to add adtionaly files to this list to provide a comprensive list of data on all users without having to access each profile separately

4. Contacts allows you to a view a list of people who are not part of the organisation but users may need to contact on a regular basis. Allowing their details to appear on the site without having to create a profile for them

5. You can import a list of contacts from a CSV or create a brand new contact filling the details in manually and defining permissions for the contact.

Last modified on 1 February 2018 by Will Emmerson
Created on 1 February 2018 by Michael Hassman

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