Edit a contact
- Hover your mouse over the Contacts tab and click on it.
- Search for your contact in the left side panel and click on their name to be taken to their summary.
- Click on the
Edit Tab.
- Update the contacts details.
- 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.
- Hover your mouse over the Contacts tab and click on it.
- Search for your contact in the left side panel and click on their name to be taken to their summary.
- 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.
- Hover your mouse over the Contacts tab and click on it.
- Search for your contact in the left side panel and click on their name to be taken to their summary.
- 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.