Contacts

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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