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If you have contacts assigned to your hierarchy, you can easily move them between any nodes to which you have manage permission in the event of job changes etc. To do this:
- Open the hierarchy.
- Expand the nodes as necessary so you can see, in the Contacts area, the contact(s) you wish to move.
- Click on the contact (note that you can press the Ctrl key and select multiple contacts), and drag the contact(s) from the Contacts area and drop it onto the required node - .
Note: If you can see a icon for a node then you have Manage permission and can edit the contacts. If you see a
icon, then you only have View permission and cannot change anything.
Figure 1 - Moving a contact from Finance to Marketing by dragging and dropping
You are notified that the contact has been moved, and the counts are updated - .
Figure 2 - The contact is moved and the counts are updated
If you are unsure of where in the hierarchy a contact should be, you can drag the contact to the Unassigned field (arrowed, just above the Contacts area). Someone else who has Manage permission for the hierarchy can then place the contact in the correct node.
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 have Manage permission for a node and you are unsure of where in the hierarchy a contact should be, you can move the contact from the node’s Contacts area to the Unassigned field. To do this, either drag the contact into the Unassigned field - or click on the contact’s cog wheel icon and select Unassign. Someone else can then place the contact into a node for which they have Manage permission.
Figure 3 - 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 for which you have Manage permission.
Figure 4 - Contacts in the Unassigned field