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Edit, Archive and Delete a contact

Edit a contact

  1. Hover your mouse over the Contacts tab and click on it.
  2. Search for your contact in the left side panel and click on their name to be taken to their summary.
  3. Click on the  Edit Tab.
  4. Update the contacts details.
  5. Once you have finished updating/entering in the contacts details click Update Details and your changes will be saved.

Archive a contact

Archiving a contact will store them away for future reference. Once a contact is archived, iDashboard will no longer send any emails to the contact, or reference them within other areas of the system.

  1. Hover your mouse over the Contacts tab and click on it.
  2. Search for your contact in the left side panel and click on their name to be taken to their summary.
  3. On the right hand side of your screen there is a large aqua Archive button, click on that and your contact will be archived.

Delete a contact

Deleting a contact from iDashboard will permanently remove all of their details from the database. This action cannot be undone, and once deleted their details are gone forever.

  1. Hover your mouse over the Contacts tab and click on it.
  2. Search for your contact in the left side panel and click on their name to be taken to their summary.
  3. On the right hand side of your screen there is a large red Delete button, click on that and your contact will be deleted.

For more information on Adding Contacts, please refer to this article.

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