Contacts menu
- Kasia Jones (Unlicensed)
Contacts tab shows all of your Contacts, their Organisation, contact details, their capabilities (Admin, Manager, Assessor, Completer), number of assessments and also information about when they have logged in last time, and whether they have confirmed and used their account (account status can be: active, unconfirmed, blocked).
Similarly to the Organisations page, the filter option on the left allows you to filter your view by Name, email address or Organisation. You have an option to include in the list Contacts that are deleted as well (‘Include deleted’ option on the left under filter options), and you can also download your Contacts data (top right).
This download option could be helpful for example to update your contact details in bulk. The file will be downloaded as a simple CSV file that you can easily edit and upload back again.
To see how to create a contact look here.
