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Table of Contents
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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.
Go to the Administration Portal
Image AddedUnder the heading "Security and Permissions" Site Users and Security section in the leftright-hand pane, click on Manage Roles.
Image AddedLocate the role you wish to review or change. Click on the “Actions” menubutton beside the respective role, then click "Edit".
Image AddedFrom the “Edit role” pop-up, click on the "Main Permissions" tab.
Image AddedScroll down to the folder "Client Contacts". From here you can adjust the following permissions:
Add New Contact
Add Relationship
Edit Contact
Edit Relationship
Restore Deleted Contact
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When done click Save.
Add Relationship
Click on the Clients Portal
Image AddedClick on the add relationship button. the Client you wish to edit
Image AddedIn the left pane, select Contacts, which can be found under the Information subheader
Select the Add Relationship button
Image AddedThe Add Relationship to Contact form opens in the right-hand panel. Select a Contact.
In the Contact field, click the 'Select an option' dropdown and choose a Contact
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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:
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-ContactScroll down the list of available names or type into the search area to find a name.
If found
, select the
name
, then choose the appropriate
Contact Relationship with the
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 Contact
Edit Contact
To edit an existing contact, select the contact in Contacts on the left side
Image AddedNext, select the Edit Contact button in the Contact Information on the right side
Save the changes
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Info |
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The Edit Contact button is dependent upon role permission. If available, the basic information about the contact can be edited and saved. |
Edit Relationship
To edit a relationship, select the contact in Contacts on the left side
Image AddedNext, select the Edit Relationship button in the Contact Information on the right side
Change the relationship, as needed
Image AddedSave the changes
Info |
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The Edit Relationship button is dependent upon role permission. If available, the basic information about the |
contact can be edited and saved. |
Delete Relationship
To delete a relationship, select the contact in Contacts on the left side
Image AddedNext, select the Edit Relationship button in the Contact Information on the right side
The Delete Relationship button
will be displayed. Select (click) it
Image AddedAn "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.
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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.Info |
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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.
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
Restore items as desired by clicking on the arrow icon in front of the item
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