Introduction Contact Person Management

Modified on Tue, 30 Jan 2024 at 08:42 PM

The Contact Person Management functionality is designed to allow users to create and manage contact persons that can be associated with organizations and departments. Each contact person will have some basic information such as title, first name, last name, gender, default email, default phone number, and specialty or function. Additionally, users will be able to link contact persons to organizations and departments and save specific details such as email, phone, specialty, and contact specifics.


For the Contact person Management functionality, these are the key features:

  • Contact Person Creation: Users can create new contact persons by specifying a title, first name, last name, gender, default email, default phone number, and specialty or function.
  • Contact Person Editing: Users can edit existing contact persons by changing the title, first name, last name, gender, default email, default phone number, and specialty or function.
  • Contact Person Deletion: Users can delete contact persons that are no longer needed.
  • Deleting a contact person will remove all associations with organizations and departments.
  • Contact Person Merging: Users can merge contact persons that are duplicates. Merging one or more contact persons will update all associations with organizations and departments
  • Contact Person Assignment: Users can assign contact persons to organizations and departments. This will allow them to categorize and organize contact persons based on the organizations and departments they are associated with.
  • Contact Person Specifics: Users can save specific details such as email, phone, specialt(y)(ies), and contact specifics for contact persons that are associated with organizations and departments.
  • Contact Person Search: Users can search for contact persons based on name, organization, department, or any additional specific information associated with the contact person.
  • Contact Person Reports: Users can generate reports on contact persons, including information on which organizations and departments are associated with each contact person and the group(s) they are involved in with their role.
  • Contact Person Import/Export: Users can import or export contact persons to and from the system. This will allow for easy migration of contact persons between different systems.
  • Contact Person Preferred Email/Phone: Users can select a preferred email or phone number for contact persons that are used in groups. This email address is used for communication in the group (such as questionnaire invites, reminders, decision mails).
  • Contact Person Auditing: All changes made to contact persons, including creation, editing, and deletion, will be audited to maintain a history of changes.


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