Table of Contents
Contacts
The purpose of the Contacts module is to maintain and organize a list of all Contacts. These contacts are used by forms in the Integral - LIS application.
There are two categories of contacts: (1) Person Contacts and (2) Organization Contacts. Details include: contact name, vendor number, phone number and email address.
Example of the List View
For details on how to navigate the list view homepage, refer to List View Functionality
Create a New Contact
- Open the Contacts module.
- Click the Contacts dropdown and click the Add Person (1) or Add Organization (2) buttons.
- Alternatively, a new Contact can be created by selecting the Plus sign icon
at the bottom right of the screen.
Edit a Contact
- Open the Contacts module and select a contact to edit.
- Click the Edit button (1)
