Add Contact

Multiple contacts can be created for a project, via the Contact Management module. To add a contact, user must have “add“ role enabled

To add a contact:

1. Navigate to “Contacts” tab.

2. Click “Add” button located on the toolbar; a profile screen will pop up.

3. Fill out the new user’s information. Enter at least the E-mail Address, Company, First and Last Names to proceed.

4. Click “Add” button to complete Contact creation, or “Close” to discard the entry.

On a success operation, a notification will display the next message: “Contact has been created successfully“. On a failure system will show: “Error Occurred: Failed to create contact“.

Add new Contact from module

Contacts can also be added directly from within a module.

1. Expand the Recipient table and click “Add“

2. When the following modal opens click on “Create User“

1. Fill out the new contact’s information. Enter at least the E-mail Address, Company, First and Last Names to proceed.

2. Click “Add“ button.