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 “+ New”
- 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
- If we want to see the contacts saved as private, we must place the drop-down on the upper right corner in 'Only mine'. If we want to see those contacts for the whole organization, we will select 'Organization'.
- To search for a contact, we will click on the 'Filter' button which provides a pop-up window with several options (Email, Telephone, Name ...) by which we can filter the contacts to find the one we are looking for.
- If after having filtered, we want to make another search and we have closed the pop-up window, we will click on the 'Clear Filter' button and we will carry out the search process.
Modifying a contact
- We will find the contact that we want to modify and we will select it.
- We will click on the button 'Edit'.
- We will modify the corresponding data and save the changes by selecting 'Save'.
Removing a contact
- We will find the contact that we want to remove and we will select it.
- We will click on the button 'Remove'.
- A pop-up window will appear asking us to confirm the operation. To confirm we will select 'Remove'.