Access: City Regulators

Overview: The Basics on viewing, adding, editing, and deleting contacts.

Topics:

To view the contacts attached to a specific location select the Locations tab from the dashboard. Select the location you wish to view and that locations details will appear in a pop-up window.

From the location’s pop-up window select the Contacts tab to view that location's list of associated contacts.

To add a contact to the system first navigate to the Contacts section, and select the green Add Contact button.

Fill out the required information and press Save when finished.

To add a contact to an existing location select the “Locations” tab from the dashboard.

Select the location you wish to view and that locations details will appear in a pop-up window.

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​From the location’s pop-up window select the Contacts tab and scroll beneath the list to the Add Contact button.

A blank contact form will appear in a pop-up window. Fill out the required fields and select Save.
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To edit a contact first navigate the Contacts tab and click on the contact you would like to edit.

Select the green pencil icon to enable editing.

Select Save when finished.

To edit a location’s contact select the Locations tab from the dashboard. Select the location you wish to view and that locations details will appear in a pop-up window.

From the location’s pop-up window select the Contacts tab and select the contact you want to edit.

That contact’s information will appear in a pop-up window. Select the green pencil icon from the upper right hand corner to edit the contact information. Select Save when finished.
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To delete a contact navigate to the Contacts tab.

Select the contact you would like to delete. The contacts details will appear in a pop-up window.

Click the small green pencil icon in the upper right hand corner to enable editing on the contact, and scroll down to select the red trash can icon. You will be asked to confirm by selecting Delete Contact.

To view the addresses attached to an existing contact first navigate to the Contacts tab from the Dashboard.

Select or search for the contact you wish to view the address for. The contacts address will appear in the table of contacts.
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For contacts with multiple addresses, select the contact from the table and the contacts details will appear in a pop-up window. From that window select the Contact Addresses tab to view all of the addresses associated with that contact.

To edit the address of an existing contact first navigate to the Contacts tab from the Dashboard.

Select the contact you wish to edit and their details will appear in a pop-up window.
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From the contacts details page click the Contact Addresses Tab. Once viewing the addresses for the contact select the address you want to edit, and the address editing form will appear.

Make your changes and select Save when finished.

To delete the address from an existing contact first navigate to the Contacts tab from the Dashboard.

Select the contact you wish to edit and their details will appear in a pop-up window.

From the contacts details page click the “Contact Addresses” Tab. Once viewing the addresses for the contact select the address you want to delete, and the address editing form will appear.

Scroll to the bottom of the from and select the small red trash can icon. You will be asked to confirm, select Delete Address to confirm.

Click on the contact you want to view, and their details will appear in a pop up window. Once viewing that contact’s details, select the Contact Locations tab. The Locations table will list all locations associated with that contact.

To view the details of a location in the table, click on the location and the location’s details will appear in a pop-up window.

To edit the details of a location associated with a contact first select the contact you want to view and click on the Contact Locations tab.

Select the location to be edited from the table and that locations details will appear in a pop up window.

Once viewing the locations details click the small green pencil icon in the upper right hand corner to enable editing. Make any changes, and select Save when finished.