Contacts

Editing Contacts

A Professional User with “Manage” permission to the entire hierarchy will be allowed to edit contacts data. An end user with “manage” permission for the node the contact belongs to, or to the entire hierarchy may, depending on settings in hierarchy properties, also have this ability (go to Hierarchy Settings for more information).

To edit the details of a contact:

1. In the Contacts panel, click on the cog wheel to the right of the contact and select View & Edit contact - .



Figure 1 - Selecting View & Edit Contacts

The View & Edit Contacts overlay opens - . The fields available for editing will be any open text, numeric, date or single variables from the contacts database.



Figure 2 - Example of the View & Edit Contacts overlay for a contact

2. Make the necessary changes and click Save to return to the hierarchy page.

Deleting Contacts

To be allowed to delete a contact assigned to a node, you must either be a Professional User with Manage permission for the hierarchy, or, as an End User, depending on the settings in Hierarchy Properties (go to Hierarchy Settings for more information), have Manage permission for the node the contact belongs to, or to the entire hierarchy. To be allowed to delete a contact in “Unassigned”, you must have Manage permission to the entire hierarchy.

Important
Deleting a contact will also remove any data associated with it, and this will affect any reports using this data.

To delete a contact:

1. In the Contacts panel, click on the cog wheel icon to the right of the contact and select Delete - .



Figure 3 - Deleting a contact

The Delete Contact overlay opens - .



Figure 4 - The Delete Contact overlay

Note that if you are not certain that the contact must be deleted, unassign it instead. The contact can then be reinstated later if necessary.

2. Click Delete Contact, Unassign or Cancel as appropriate.

Unassigned Contacts

If a contact in the hierarchy definition has no Node ID and Label, then the contact will be placed automatically into the Unassigned field on upload. Also, if you are unsure of where in the hierarchy a contact should be, you can drag the contact from a node’s Contacts area to the Unassigned field - . Someone else (who has been given Manage permission(go to About Hierarchy Permissions for more information)) can then place the contact in the correct node.

Figure 5 - Dragging a contact to the Unassigned field

When you have contacts in the Unassigned field, you can click on the field to view the contacts - , and drag those contacts to hierarchy nodes as required.

Figure 6 - Contacts in the Unassigned field