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.

 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

   Open

   

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

   Open

   

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

   
   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: 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 the name, then choose the appropriate Contact Relationship with the Client and press save

Edit Contact

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

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

3. Save the changes
   
   

Edit Relationship

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

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

3. Change the relationship, as needed
   
   

    

4. Save the changes

Delete Relationship

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

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

3. The Delete Relationship button will be displayed. Select (click) it
   
   

   
   
   

4. 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 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
   
   

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