Contacts is a user-defined list to help organize contact information and assist with data entry consistency.
Store names, emails and telephone numbers then assign the contact to a Group.
System Contact Groups have been created by DR Systems and are identified by having no edit/delete buttons. These Groups can not be changed by users.
The Contacts tab is located under the Configuration - Data Entry Tools menu item.
Contacts
Add a Contact
- Click +Add
- Enter the Name/Title of the contact (required)
- Enter the Email of the contact (required if you would like to send email Notifications)
- Enter the Phone number of the contact (optional)
- Select the Group(s) the contact will be included in (optional)
Note: One contact can be assigned to multiple Groups.
- Click Submit
Edit a Contact
- Click the Contact Name Pencil icon on the Contacts list grid
- Change fields as needed
- Click Submit
Archive a Contact
Archive a Contact to remove it from data entry pick lists.
- Click the Contact Name Document icon on the Contacts list grid
- Click OK
Tip: To view archived records, select the Show Archived check box in the Contacts list grid.
Contact Groups
Add a Contact Group to the Checklist
- Click +Add on the Contact Groups list grid
- Enter Group Name (required)
- Click Submit
Edit a Contact Group
- Click the Pencil icon on the Contact Groups list grid for the appropriate Group Name
- Rename the Group
- Click Submit
Note: Not available on System Contact Groups that have been created by DR Systems.
Delete a Contact Group
- Click the Trashbin icon on the Contact Groups list grid for the appropriate Group Name
- Click OK
Note: Not available on System Contact Groups that have been created by DR Systems.