Contact Administration

In Contact administration you can set up Contact groups and Contact Custom Fields. You must have the role Administrator in the Lobby to work with Contact administration, i.e. this function is not accessible from inside a room.

Contact administration is started by choosing Contact administration  under Administration .

Contents

• Contact group
• Contact Custom Fields

Contact group

• Add contact group

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1. Choose Contact administration  under Administration .
2. Click on the tab Contact group.
3. Click on the button Add contact group  in the toolbar.
4. Add a name for the Contact group, in the Add contact group pop-up window.
5. Click on the Save button.

If you regret your changes or you don’t want to save the added/modified parameters, click on the Cancel button.

• Edit contact group

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1. Choose Contact administration  under Administration .
2. Click on the tab Contact group.
3. Select the contact group you want to edit by checking the checkbox for the desired contact group and then click on the button Edit contact group  in the toolbar.
4. Edit Contact group.
5. Click on the Save button.

If you regret your changes or you don’t want to save the added/modified parameters, click on the Cancel button.

• Disable/Enable contact group

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1. Choose Contact administration  under Administration .
2. Click on the tab Contact group.
3. Select the contact group you want to disable/enable by checking the checkbox for the desired proficiency level and then click on the button Disable group(s)  to disable it or Enable group(s)  to enable it. If a contact group is disabled, it means that it is not possible to add a contact to that contact group anymore, (the contact group is not selectable when adding new or edit previously contacts), but existing contacts who have been members of this contact group will keep the membership.

• Delete contact group

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1. Choose Contact administration  under Administration .
2. Click on the tab Contact group.
3. Select the contact group you want to delete by checking the checkbox for the desired contact group and then click on the button Delete contact group  in the toolbar.

NOTE: If at least one contact is a member of the selected contact group, the contact group will only be disabled, (the contact group is not selectable when adding new or edit previously contacts), but existing contacts who have been members of the contact group will keep the membership. If the contact group has no members, the contact group will be removed completely from the list.

Contact Custom Fields

• Add a new User defined field

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1. Choose Contact administration  under Administration .
2. Click on the tab Contact Custom Fields.
3. Click on the button Add user defined field  in the toolbar.
4. Enter the name of the new field in Column name, in the Add user defined field pop-up window.
5. Use the Column Type select box to select the type of information for the new field. You can choose between the following types:
   1. Select – Field will contain a number of predefined selectable values, (add options for the field according to Add/Edit select options for user defined field of the type Select).
   2. Checkbox – A checkbox field where the user can check/uncheck the field.
   3. Date – Date field where the user can select a specific date using a date-picker.
   4. Text – A text field where user can insert textual information.
   5. Number – Field that only accepts numbers (characters 0-9 and .).
6. Select if the new field shall be mandatory or not by clicking the corresponding value Yes / No, (i.e. information must be selected/written in the field).
7. Click on Save button to save the changes.

If you regret your changes or you don’t want to save the added/modified parameters, click on the Cancel button.

• Edit Contact Custom Field

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1. Choose Contact administration  under Administration .
2. Click on the tab Contact Custom Fields.
3. Select the field you want to edit by checking the checkbox for the desired field and then click on the button Edit user defined fields  in the toolbar.
4. Edit the information of the field according to the description in Add a new Contact Custom field above. NOTE: You cannot change the Column Type of an already created field.
5. Click on Save button to save the changes.

If you regret your changes or you don’t want to save the added/modified parameters, click on the Cancel button.

• Delete Contact Custom field

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1. Choose Contact administration  under Administration .
2. Click on the tab Contact Custom Fields.
3. Select the field you want to delete by checking the checkbox for the desired field and then click on the button Delete user defined field  in the toolbar. NOTE: If the field is already in use, it is only possible to disable the field, not to remove it. If you really want to remove the field, please remove all information for the field first.

• Move Contact Custom fields up or down

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1. Choose Contact administration  under Administration .
2. Click on the tab Contact Custom Fields.
3. Select the field you want to move by checking the checkbox for the desired field.
4. Use the buttons  or  to move the selected row with the Contact custom field up or down one row in the Contact custom fields grid.

• Change order of Contact custom fields

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1. Choose Contact administration  under Administration .
2. Click on the tab Contact Custom Fields.
3. To change the order of the fields, use drag and drop method to re-order the list. Once you have the fields in the desired order, click on the Save button to save the changes.

• Disable/Enable Contact custom fields

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1. Choose Contact administration  under Administration .
2. Click on the tab Contact Custom Fields.
3. Select the field you want to disable/enable by checking the checkbox for the desired field and then click on the button Disable user defined field  to disable it or Enable user defined field  to enable it. If a defined field is disabled, it means that it is no longer possible to enter values for it (it will not be shown when adding new or edit contact information), but all previously defined contact information where the disabled Contact custom fields has been used is still available.