Difference between revisions of "Contacts"
| Line 8: | Line 8: | ||
Contacts can be added using the Contacts option in Collaboration. | Contacts can be added using the Contacts option in Collaboration. | ||
| − | Check the contact you want does not already exist by checking their first name alphabetically or by searching the contacts in the search option | + | :*Check the contact you want does not already exist by checking their first name alphabetically or by searching the contacts in the search option |
Select the ‘Create New Contact’ option then update the various fields you require. Please include an organisation. | Select the ‘Create New Contact’ option then update the various fields you require. Please include an organisation. | ||
Select ‘Create’ | Select ‘Create’ | ||
| Line 15: | Line 15: | ||
Contact List | Contact List | ||
| − | A registry of the contacts added to Hornbill can be use to access and view contacts that have been added. | + | :*A registry of the contacts added to Hornbill can be use to access and view contacts that have been added. |
== Guest Access == | == Guest Access == | ||
Contact can be configured to use the Guest Access portal for profile management and use of application features designed for contacts. Access is configured in Administration. | Contact can be configured to use the Guest Access portal for profile management and use of application features designed for contacts. Access is configured in Administration. | ||
Revision as of 12:18, 2 February 2015
Home > Collaboration > Contacts
Introduction
The Contact feature allows users of Hornbill to record contact information about people that are outside the business or organisation. Contact can be configured to use the Guest Access portal for profile management and use of application features designed to allow for communication between you and your contacts.
Features
Adding Contacts
Contacts can be added using the Contacts option in Collaboration.
- Check the contact you want does not already exist by checking their first name alphabetically or by searching the contacts in the search option
Select the ‘Create New Contact’ option then update the various fields you require. Please include an organisation. Select ‘Create’ Alternately, individual Contacts can register themselves using Guest Access when logging in for the first time
Contact List
- A registry of the contacts added to Hornbill can be use to access and view contacts that have been added.
Guest Access
Contact can be configured to use the Guest Access portal for profile management and use of application features designed for contacts. Access is configured in Administration.
- Self Registration