Contacts Dashboard

Contacts Dashboard

Overview

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 the Contact menu to navigate to the contact dashboard screen.


Contact List  

  1. When you access the Contact dashboard, the associated contacts appear as cards.
  2. By default, when you first access the screen, your own (business partner) name appears in the contact list.
  3. Each contact card displays 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 appears prominently in the center of the card. If no image is uploaded, a default avatar appears instead. 
    2. Below the image or avatar, the contact's name appears. 
    3. The card also displays the contact's job title, as provided by your business partner. 
    4. The card also shows the contact's department name.
    5. The card also displays the business partner logo.

At the top right of the card, a menu icon provides options such as edit, delete, deactivate, and more. A menu appears when you hover over the icon. Click any of these options. The menu offers the following choices:
  1. Favorite: You can mark a card as a favorite by clicking the Star icon. When you mark a card as a favorite, it appears alphabetically at the top of the list. Other cards follow in alphabetical order.
  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 lets you edit your business partner's details, such as name, logo, address, and communication details.
  5. Delete: This option lets you delete a contact. However, the OneEnterprise administrator controls whether this option is visible. It does not appear if you do not have the required permissions.


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. The action area provides a search option.
  2. You can search for a specific contact 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. Results appear immediately as you type.


Filter

  1. The action area also provides a filter option.
  2. Click 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 appears immediately as you type.
    2. Role: This filter lets you filter contacts based on their assigned roles. Choose a role from the dropdown.
    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 appear.  
  3. Apply the filter, and click the Show Result button. The results appear immediately.
  4. Use the Reset button to clear the filter search. When you click the Reset button, all applied filters reset to their default values.
  5. To close the filter, click 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 provide clear, 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 steps to add a contact.

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