What you see here
The list shows each contact with First name, Last name, Email, Phone number, Job title and Company. View shows and hides columns, Add creates a new contact.
What you can do here
- Create: Add asks for first and last name as mandatory fields, plus email, phone number, job title and company.
- Send receipts: when sending an email receipt you pick a contact as the recipient – or enter any address.
- Assign objects: objects can be assigned not only to users but also to contacts, for example a key bundle to the property manager. The take-out appears in the history with the contact as the recipient.
Contact or user?
| User | Contact | |
|---|---|---|
| Who | Staff of your organisation | External people and companies |
| Sign-in | Browser and/or terminal | none |
| Roles, PIN, login tag | yes | no |
| Objects | take out, return, get assigned | get assigned, receive receipts |
Who sees this page
View Contacts shows the area, Manage Contacts allows creating, editing and deleting. Among the standard roles, Admins and Owners manage; Users don’t see contacts.