Manage Contacts

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.

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”.

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.

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.