The Contact Manager tab is used to add, edit, or remove contact information. The contact information contains identification information to associate each entry with an individual, as well as details regarding contacting the individual when a notification occurs. Note that an individual may have many contact entries. All contact entries in the system are listed in the Contacts table. Disabled contacts cannot receive notifications.
The Contact Manager tab displays the following fields and buttons:
• The Contacts pane lists company contacts that have been added through the Contact Manager. The table row colors correspond to whether a contact is active (white) or inactive (bluish gray). Rows in the table can be sorted in ascending or descending order by clicking on any column header.
The columns displayed are user selectable by right-clicking the table heading area and select or deselect the list of available columns in the Select Columns to Display dialog box. Once the columns have been chosen, you may save the choices for your subsequent sessions by selecting Save Preferences from the Preferences menu; if not saved, the default columns will be displayed when you log in again. See “Manage Preferences Menu” for details on saving and restoring column selections.
The default product configuration displays the following columns:
• The Contact ID column contains the contact's identification number.
• The Name column contains the contact's name.
• The Email column contains the contact's email address.
• The Active columns contains the Y or N Active status.
• The Email column contains the contact's email address.
• The Text/SMS column contains the contact's SMS number.
• The Script column contains the script identifier used to deliver notifications to the contact.
• The Add button () activates the editable fields in the Contact Information pane, which allows you to add a new contact.
• The Edit button () allows the user to edit contact information for the contact selected in the Contacts table.
• The Remove button () removes the currently selected contact parameter from the system.
• The Print button () opens the Print Preview window that allows you to print the contact list.
• The Contact Information pane is where the details for a contact are entered and/or edited.
• The Name field contains the contact's name. This field can be edited when in add/edit mode. For sorting purposes, it is recommended that names be entered in "Last name, First Name" type format.
• The Contact ID field contains a unique identifier that is useful for identifying an individual, particularly when that individual has more than one contact entry. Sorting on the External ID allows for quick viewing of all an individual's contact entries. A work phone number (possibly concatenated with a phone extension) could be used, for example.
• The Current Groups field contains the groups to which this contact belongs. This field is not editable by the user, although group memberships can be modified on the Group Manager pane.
• The Email field contains the contact's email address. This field can be edited when in add/edit mode.
• The Text/SMS field contains the contact's SMS number. This field can be edited when in add/edit mode. This value will be the email alias for the contact's SMS device. The button next to the field allows the user to browse for a text messaging provider to assist in constructing the SMS device address string.
• The Search button () opens the Select Text Message Provider dialog box. This dialog box provides a convenient means for select a text messaging provider used in constructing the email alias for an SMS device.
• The Script drop-down list allows you to select a script that is used to deliver notifications to the contact.
• The Active check box enables/disables the contact entry. Disabled contacts do not receive notifications.
• The Save button () saves the contact information currently being added/edited to the database.
• The Cancel button () cancels the current add/edit operation.