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contacts

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)
contacts.txt ยท Last modified: 2022/03/14 17:12 (external edit)

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