Contacts

Contacts

To access the agenda we must select My Data | Contacts in the upper menu

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Basic user maintenance tasks are performed in this menu.

New recipient

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  • When you register a new record, you must indicate Name, Surname and Telephone or Email.

  • The 'Private' option confirms if the record can only be seen by the user who has added it or by all members of the Organization.

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Filter and searches

  • Click on the Filter icon Captura de pantalla 2025-05-13 a las 11.47.09.png and select 'Only my own' if you want to see the contacts saved as private. To view the contacts for the entire organization, select 'Organization'.

Filter
  • The selected option is displayed in the title of the page.

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  • To find a contact, click on the search bar and enter the keyword to locate the desired contact. If you wish to view all results again, make sure to clear the search.

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Modifying a contact

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  • To modify the desired contact, locate it first.

  • Then, click the menu button on the left side of the row to expand the options available. Select 'Edit'.

  • To implement the necessary changes, we will adjust the relevant data and confirm the updates by clicking 'Update'.

 

Removing a contact

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  • We will find the contact that we want to remove and we will select it.

  • Then, click the menu button on the left side of the row to expand the options available. Select 'Delete'.