Author: administrator

  • Manage Contacts

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    Create New Contact

    To create a new contact in the system:

    1. Login to your portal.
    2. From the left side navigation menu, navigate to “Address Book” and click on “All Contacts”.
    3. On the top action menu, you will fine a “Add New” button.
    4. Fill in the form to create a new contact and press on “Save” when done.

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    Update a Contact

    To update a contact in the system:

    1. Login to your portal.
    2. From the left side navigation menu, navigate to “Address Book” and click on “All Contacts”.
    3. Use the smart search bar on top to fine your contact.
    4. Press on the edit action button on the right side.
    5. Edit the form as you wish then navigate to the bottom and press on “Save”.

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    Delete a Contact

    To delete a contact in the system:

    1. Login to your portal.
    2. From the left side navigation menu, navigate to “Address Book” and click on “All Contacts”.
    3. Press on the contact you wish to delete by pressing on the row.
    4. On the top action menu, you will fine a “Delete” button.
    5. Confirm the deletion request.

    [/vc_text_element][/vc_column][/vc_row][vc_row nav_skin=”light” consent_include=”include” row_id=”delete-contact” custom_bg_color=”{“solid“:{“id“:“custom_2512122390250267“,“color“:“#fff1c2“}}”][vc_column css_animation=””][vc_text_element css_animation=””]Note: Deleting a contact will only hide it from the non-admin users and will be disabled from being selected on new entries. The contact will still exist in the system and can be restored upon request if not deleted permanently by the admin.[/vc_text_element][/vc_column][/vc_row]

  • Contacts Concept

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    Contacts are the center of the EV system. Every person that has a relation with the company is a contact including the clients and staff. Once a contact is created it can then be used within the EV system to be linked to a client company, login user, and more. A single contact can be linked to multiple clients and login users as well.

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    Note: Contacts are not just limited to clients and users, but it also used for any other personal that is connected to the EV system within your company.

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