Contacts on the Clients Portal

Table of Contents

Overview

Contacts on the Clients Portal is a custom page that displays contacts that are related to the client for 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

   

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

   

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

   

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

   

5. Scroll 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
  

  

6. When done click Save

Add Relationship

1. Click on the Clients Portal
   

   

2. Click on the Client you wish to edit
   

   

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

4. Select the Add Relationship button
   

   

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

6. Click the 'Select an option' dropdown and choose a Contact
   

   

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

   1. 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

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

Edit Relationship

• The Edit Relationship button is dependent upon role permission. If available, the relationship can be edited and saved.

Delete Relationship

• The Delete Relationship button is dependent upon role permission and is accessed from the "Edit Relationship form. If available, the relationship can be deleted. An "Are you Sure?" pop-up will ask you to confirm the deletion (click OK) or Cancel.
  

  

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.

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