Working With Contacts

What is a Contact?

A contact in Noosh 5 is simply an address book entry -- a place to store information about the people you want to collaborate with. Contacts in Noosh can be Noosh member contacts or regular contacts. A Noosh member contact maintains a link to the Noosh database so information regarding the contact will be updated automatically.

You may use the contacts list to store information about anyone; they don't have to be members of Noosh 5.

What is a Contact Category?

A contact category is a way for you to group contacts based on any criteria you choose. For example, you can create a category for all your legal contacts and add any contacts you choose to this category.

Contact categories can be created for individual members or shared across a workgroup.

Working with Contacts

This section details the various methods you can use to add, create, edit, and work with contacts.

The topics that this section covers are:

  • How to Add a New Contact
  • How to Create a Contact Category
  • How to Edit a Contact
  • How to Remove a Contact
  • How to Remove a Contact Category
  • How to Use a Contact Category
  • How to Use the Address Book
  • How to View a Contact

How to Add a New Contact

You can add both Noosh members and non-Noosh members to your address book.

To create a new Noosh member contact:

  1. Click the Contacts tab, then click Address Book to display the address book.
  2. Click Create Contact.
  3. Select Noosh Member Contact, then click Continue.
  4. Enter either the First and Last name of the Noosh member or the Email address, then click Find Noosh Member.
  5. If a member is found, click Create Contact.
  6. Check Shared within my group if you'd like others within your workgroup to have access to this contact.
  7. If no member is found, you can modify your search criteria or create a new contact.


To create a new non-Noosh contact:

  1. Click the Contacts tab, then click Address Book to display the address book.
  2. Click Create Contact.
  3. Select My Own Contact, then click Continue.
  4. Enter any relevant contact information.
  5. Check Shared within my group if you'd like others within your workgroup to have access to this contact.
  6. Click Save Contact.

 

How to Create a Contact Category

You can create as many contact categories as you choose. In addition, you can place a contact in multiple contact categories.

To create a contact category:

  1. Click the Contacts tab, then click the Categories sub-tab.
  2. Click Add Category.
  3. Enter a name.
  4. Click Yes to share your category with your workgroup, click No to keep your category private.
  5. Click Create Category.


To add contacts to a category:

(be certain you are on the Edit Category page - this page appears after you click the Create Category button above) 

  1. Select contacts from your Contacts List, then click Add--->.
  2. Click View Category List.

 

To remove contacts from a category:

  1. Select contacts from your category contacts list, then click <---- Remove.
  2. Click View Category List.

 

How to Edit a Contact

You may be able to edit contacts you and/or others have created.

To edit a contact:

  1. Click the Contacts tab, then click the Address Book sub-tab.
  2. Click the  Edit icon next to the contact you'd like to edit.
  3. Make the appropriate edits, then click Save Contact.

Note: You may notice certain fields are not editable for many of your contacts. Information for Noosh members is locked and can only be edited by the Noosh member. This contains information such as addresses, email, and phone numbers.

 

How to Remove a Contact

You can remove contacts you've added to the address book.

To delete a contact:

  1. Click the Contacts tab, then click the Address Book sub-tab.
  2. Click the  Delete icon next to the contact you'd like to remove.
  3. To remove several contacts, check the contacts and click Delete Selected Contacts.

Note: You can't delete members of your own workgroup. If you do not see a  icon next to an address book entry, you do not have the privileges to delete that contact.

 

How to Remove a Contact Category

You may have the privilege to remove contact categories created by you or others.

To remove a contact category:

  1. Click the Contacts tab, then click the Categories sub-tab.
  2. Click the  Delete icon next to the category you'd like to delete.
  3. To delete several categories, check the category(ies), then click Delete Selected Categories.

 

How to Use a Contact Category

You may select contacts from a Contact Category when prompted to use the address book. You can use the selections to populate your contact list; you are not restricted to using all members of a contact category.

To use a contact category (when prompted to use the address book):

  1. Click Add... to display the address book.
  2. Select the Contact Category(ies) by:
    1. Click the Contact Categories tab and check the category(ies) you'd like to add, then click Add to Select List; or
    2. Select the contact category in the workgroup pull-down menu below the Noosh Members tab.
    3. Uncheck any contact category member(s) you'd like to remove from the contact selection list, then click Done.

 

How to Use the Address Book

You'll see the address book in multiple ways within Noosh 5. You can access the address book directly to manage your contacts. In addition, you'll access the address book or contact selector when selecting contacts to add to projects.

To use the address book:

  1. Click the Contacts tab, then click Address Book.
  2. Within the address book, you may:
    • Add a contact
    • Remove a contact
    • Edit a contact
    • View a contact

To use contacts from the address book (when prompted to select a contact):

  1. Click Add... to display the address book.
  2. Click the appropriate tab to select contact(s) by:
    • Noosh Members (individual contacts)
    • Contact Categories; or
  3. Choose the appropriate workgroup or category selection in the workgroup pull-down menu.
  4. Select the appropriate contact(s).
  5. Click Done to confirm your contact(s) selection.

 

How to View a Contact

You can view a contact to see contact information, contact category information, and determine if the category is shared or personal.

To view a contact:

  1. Click the Contacts tab, then click the Address Book sub-tab.
  2. Click the  Detail icon next to contact you'd like to view.
  3. Click Contacts List to return to your contacts list.
  4. You may also be able to Edit Contact or Delete Contact.
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