Contacts
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 Customer 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
- As contacts are added, they will appear in the Contacts list
- You can configure the available display columns in the list to show the information that is important to you
- The quick filter can be used to easily find a specific contact record
- Click on a specific contact record to view more information about that contact
Customer Portal
Contacts can be configured to use the Customer portal for profile management and use of application features designed for contacts. Portal Access is configured via Hornbill Administration: Home > System > Manage Portals > Guest Accounts