Versions Compared

Old Version 7

changes.mady.by.user Laurie Miller

Saved on

compared with

New Version Current

changes.mady.by.user Lisa Barnett

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

(blue star) Table of Contents

Table of Contents
minLevel2
maxLevel7
excludeTable of Contents

(question) Overview

Contacts on the Clients Portal is a custom page that displays contacts that are related to the client for the ease of visual reference.

Professional and general contacts are added from the Contacts Portal. Contacts can also be added from Contacts on the Clients Portal, assuming that the user has adequate role permissions. (Role Permissions for Client Contacts - add new contact.)

☑️ Requirements/Dependencies

Contacts from the Client Portal is generally available to all users. Permissions for who has access can be set in Page Part Permissions if so desired.

Access to some buttons within the feature is roles based, configurable and is managed by Site Administrators.

\uD83D\uDCD8 Instructions

Adjust Role Permissions for Client Contacts

To review or change role permissions for client contacts you must log in as a Site Administrator.

  1. Go to the Administration Portal

    Image Added

  2. Under the heading "Security and Permissions" click on Manage Roles.Site Users and Security section in the right-hand pane, click on Roles

    image-20240510-204047.pngImage Added

  3. Locate the role you wish to review or change. From the Actions Menu Click on the “Actions” button beside the respective role, then click "Edit".

    image-20240510-205037.pngImage Added

  4. From the Edit Roles “Edit role” pop-up, click on the "Main Permissions" tab.

    image-20240510-205248.pngImage Added

  5. Scroll down to the section folder "Client ContactContacts". From here you can adjust the following permissionpermissions:

  • Add New Contact

  • Add Relationship

  • Edit Contact

  • Edit Relationship

  • Restore Deleted Contact

    image-20240510-205427.pngImage Added

  1. When done click Save.

Add Relationship

  1. Click on the add relationship button. Clients Portal

    image-20240510-205826.pngImage Added

  2. Click on the Client you wish to edit

    image-20240510-205940.pngImage Added

  3. In the left pane, select Contacts, which can be found under the Information subheader

  4. Select the Add Relationship button

    image-20240510-210435.pngImage Added

  5. The Add Relationship to Contact form opens in the right-hand panel. Select a Contact.

  6. In the Contact field, click the 'Select an option' dropdown and choose a Contact

    image-20240510-210935.pngImage Added


    You can also search for a contact by entering the contact’s first or last name in the search field and then selecting the contact from the search results displayed below:

    image-20240725-164328.pngImage Added


    If the contact doesn’t exist, select the Add New Contact button and add the contact. The Add New Contact will be displayed if your user account has been provided with the required permissions. How to add a new client is explained here: https://sharevision.atlassian.net/wiki/spaces/SV5KB/pages/2289238387/Contacts+Portal#Add-a-new-Professional-or-General-Contact

  7. Scroll down the list of available names or type into the search area to find a name.

    1. If found

    : Select

    1. , select the

    found

    1. name

    and

    1. , then choose the appropriate

    contact relationship

    1. Contact Relationship with the

    client

    1. Client and press save

    .

OR

  • If not found, click add new contact and follow the steps to add a new professional or general contact, filling in as much information as is known. The last step is to select the appropriate contact relationship with the client and then click "Finish".

Edit ContactEdit Contact

  1. To edit an existing contact, select the contact in Contacts on the left side

    image-20240725-164956.pngImage Added

  2. Next, select the Edit Contact button in the Contact Information on the right side

  3. Save the changes

    image-20240725-165118.pngImage Added

Info

The Edit Contact button is dependent upon role permission. If available, the basic information about the contact can be edited and saved.

Edit Relationship

  1. To edit a relationship, select the contact in Contacts on the left side

    image-20240725-165258.pngImage Added

  2. Next, select the Edit Relationship button in the Contact Information on the right side

  3. Change the relationship, as needed

    image-20240725-181907.pngImage Added

  4. Save the changes

Info

The Edit Relationship button is dependent upon role permission. If available, the

relationship

basic information about the contact can be edited and saved.

Delete Relationship

  1. To delete a relationship, select the contact in Contacts on the left side

    image-20240725-230939.pngImage Added

  2. Next, select the Edit Relationship button in the Contact Information on the right side

  3. The Delete Relationship button

is dependent upon role permission and is accessed from the "Edit Relationship form. If available, the relationship can be deleted. A

  1. will be displayed. Select (click) it

    image-20240725-231056.pngImage Added


  2. An "Are you Sure?" pop-up will ask you to confirm the deletion (click OK) or Cancel. Selecting OK will delete the relationship between this contact and the client. The information of the contact will remain in the Contacts on your site. Selecting Cancel will cancel the deletion and the relationship between the contact and the client will still exist.

Restore a Deleted Contact

In the rare case that a contact name is deleted but the contact information form still exists there is an opportunity to Restore a Deleted Contact. The user must have the correct role permissions to perform this action.
  1. image-20240725-231133.pngImage Added

Info

  • The Delete Relationship button is dependent upon role permission and is accessed from the "Edit Relationship form.

Restore Deleted Contact

Deleted items are moved to the Recycle Bin, which is accessed from the area below the Quick Start Menu. If a contact is deleted, any relationship to that contact is also deleted. If you are going to restore a contact, you can also restore any relationships that were deleted at the same time.

  1. Click on Recycle Bin. Review items that have been deleted. Locate the item for the contact that was deleted. Check if any Contact Relationships have the same deletion time; they will be clients with relationships to the deleted contact

  2. Restore items as desired by clicking on the arrow icon in front of the item

    image-20240513-162610.pngImage Added