Nodes and Contacts

Searching for Nodes, Contacts and End Users

In the event your hierarchy is extensive, to simplify editing you can search by node label or ID, the contact details shown (email, name) or contactid, or the end user. To search, type a character string into the Search field to display a list of the hits containing that string - .

Figure 1 - Searching in a hierarchy

• Click on a hit in the “found” list to go to that node.
• To find an ID there must be an exact match, whereas for labels the search will return any item that contains the string of characters that you type into the search field.
• For end users who have access permission to only parts of the hierarchy (node permissions), the search will only be conducted within the parts of the hierarchy they have access to.
• If you know the node ID number, you can also open the hierarchy at a specific node. Type a / character followed by the node number into the URL in the browser address bar to go directly to that node - .

Figure 2 - Opening at a specific node

Moving Contacts Between Nodes

If you have contacts assigned to your hierarchy, you can easily move them between nodes in the event of job changes etc. To do this:

1. Open the hierarchy.
2. Expand the nodes as necessary so you can see, in the Contacts area, the contact(s) you wish to move.

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.

3. 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 new location - .

Figure 3 - Relocating contact 1447 from Marketing to Finance by dragging and dropping

You are notified that the contact has been moved, and the counts are updated - .

Figure 4 - 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 (just above the Contacts area). Someone else (who has been given Manage permission for the hierarchy (go to About Hierarchy Permissions for more information)) can then place the contact in the correct node.