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Information

The illustrations in the provided Wiki pages are for consultation purpose only and may not always reflect the latest implementation. 



This page explains the basic functionalities of the My Contacts list.


Table of Contents


1. Accessing "My Contacts" 

The contacts list displays all the contacts that were saved from application forms or that you have created directly under My Contacts. Likewise, any contact added via My Contacts can be quickly selected and added as associated persons to your applications.

From the main menu, select Applications and then My Contacts. If you are accessing the applications for the first time and have not yet saved a contact, an empty list is displayed.


2. General functionalities

The My Contacts list offers the following functionalities:

  1. Search/Filter for contacts 
  2. View the contact list 
  3. Create a contact
  4. Update, Add a commentand Delete a contact
  5. Download the contact list
  6. Print the contact list
  7. Sorting by column: by clicking on a column header
  8. Browsing: use the drop-down to change the number of contacts displayed per page, and use the arrows to navigate to previous or next pages of the list.


3. Search for a contact

In the Search Filter panel, enter your search criteria (e.g. a contact's first name or email address), in the search field. The contacts matching your criteria will be displayed in the list.

The selected search criteria are displayed at the top of the results list.


4. Create a contact

To add a contact to your contacts list:

  1. Click on the Create button.
  2. Fill in all required details in the Create a Contact person pop up. All mandatory fields are marked with a red star. 

  3. To save the contact, click on the Save button.
  4. The contact is added to your list.


5. Update a contact 

To update an existing contact, click on the Edit (pencil) icon. Make the required changes and click on the Save button.


6. Delete a contact 

To delete a contact from the list, click the X icon and confirm the deletion.

Information

If a deleted contact person was used in an application form, it will not be removed from the form, only from the list.




7. Add a comment to a contact

You can add a comment to a contact in the list. Click on the Comment icon and add your comment in the available field. Press the Enter key on your keyboard to save the comment.



8. Print the contact list

To print your contact list, click on the Print button and follow the on-screen instructions.


9. Download the contact list

To download your contact list as a CSV file, click on the Download button. Follow the on-screen instructions to save/open the file.

Depending on your browser and local settings you may be offered to open/save the file or it will download automatically to your default download folder on your device. 



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