Contacts Guide
The Contacts list allows the user to view a list of existing Contacts, as well as add new Contacts. After entering infinitrac, select "Community," and "Contacts" from the drop-down menu. The Contacts List is accessed by many of the modules in the infinitrac System for sending/receiving documents and information, and logging attendance records.
Figure 1. The Contacts list
Each Contact is sorted by Last Name, First Name, Company, Title, Phone Number, Email Address and User Account.
The Contacts list is defaulted to display in descending alphabetical by Last Name.
Each column can be sorted in ascending or descending alphabetical/numerical order by clicking each column header.
To delete a Contact, select the checkbox next to the name, then click the "Delete" icon.
WARNING! Once a Contact is deleted, there is no undoing that action.
All user accounts created will automatically update the Contacts List with the user's information. Users, when viewed in the Contacts List, will display a under the "User Account" column.
The Contact Filter can display all contacts in all Projects, or contacts who have permission and who are active in the current Project's modules.