Contacts
To access the agenda we must select My Data | Contacts in the upper menu
Basic user maintenance tasks are performed in this menu.
New recipient
We click on
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.
Filter and searches
Click on the Filter icon
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'.
The selected option is displayed in the title of the page.
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.
Modifying a contact
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
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'.