Contacts Dashboard

Contacts Dashboard

The contact module in OneEnterprise provides a comprehensive list of all the individuals associated with your organization. From partners to colleagues, the module displays each person's contact image, name, and job title. This feature lets you easily identify and connect with the people you need, making communication and collaboration more seamless and efficient. 
This section explains how to access the contact dashboard from any other screen. 

Navigate to the Contact Module

Navigation: Home > Contacts
  1. Click on the Contact menu to navigate to the contact dashboard screen.


Contact List  

  1. Upon accessing the Contact dashboard, a list of associated contacts will be displayed as cards.
  2. By default, you will see your own (business partner) name in the contact list if you are coming to the screen for the first time.
  3. A contact card will provide you with brief details about the contact.


Contact Card

  1. The card provides you with an overview of your contact.
  2. You can view the following information on the card:
    1. When a contact uploads their image, it will be prominently displayed in the center of the card. However, if no image has been uploaded, a default avatar will be shown instead. 
    2. Below the image or avatar, the contact's name will be displayed. 
    3. Next, the card will display the contact's job title, as provided by your business partner. 
    4. Finally, you'll see the contact's department name, completing the comprehensive overview.
    5. The card will also display the business partner logo to which the contact belongs.

On the top-right side of the card, a menu icon provides various options, including edit, delete, deactivate, and more. A menu showing multiple options will appear when you hover your mouse over the icon. You can click on any of these options. The menu offers the following choices:
  1. Favorite: You can mark a card as a favorite by clicking on the Star icon. When you mark a card as a favorite, it will appear alphabetically at the top of the list. The cards will be arranged in alphabetical order after the favorite card.
  2. Deactivate: This option allows you to deactivate your contact.
  3. Add Laptop: This option enables you to add on-premises functionality to any contact. 
  4. Edit: This option allows you to edit the details of your business partner, like name, logo, address, and communications.
  5. Delete: Deleting a contact is possible through this option. However, the display of this option is subject to the control of the One Enterprise administrator. The availability of this option to you depends on the administrator's settings. It will not be visible if you are not authorized to view this option.


Action Area

The action area is a section of the screen, usually located in the top right corner, containing buttons with specific functions related to your screen. These buttons typically allow you to save, delete, edit, or share information. The exact buttons you see in the action area may change depending on what screen you're currently using. 
  1. A search option is provided in the action area of the screen.
  2. You can search for a specific one by name if you have multiple contacts.
  3. To search for a specific contact, click the search bar and type their name in the search field.
  4. The result will be displayed for you immediately as you type.


Filter

  1. A filter is provided in the action area of the screen.
  2. Click on the filter icon to open the filter.

  1. You can easily search for a specific contact by name, role, or business partner if you have multiple contacts.
  2. The filter displays three fields.
    1. Name: Enter the contact's name in the field, and the result will appear on the screen as you type.
    2. Role: This filter lets you filter contacts based on their assigned roles. Choose a role from the drop-down.
    3. Business Partner: This filter lets you view contacts based on the associated business partner. Enter the partner's name in this field, and all related contacts will appear.  
  3. Apply the filter, and click the Show Result button; the result will be displayed immediately.
  4. Use the Reset button to clear the filter search. When you click the Reset button, all applied filters will be reset to the default.
  5. To close the filter, please click on the filter icon.

  1. The system indicates that you have selected one or more filter options and displays the number of those next to the filter icon. In addition, the filter icon is colored to show you that a filter is set. In this example, one filter option is set.

Help

  1. This feature enables the display of help content relevant to the current screen. It is designed to give you clear and helpful assistance in navigating the interface.
  2. Click the Help icon to open the related screen help.

Add Contact

Refer to the Add Contact article for the steps on how to add a contact.

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