Contacts

Holds the contacts of the newsroom. It is possible to register, edit and organize contacts.

This is the main menu screen, below the explanation of each field.

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Creating contacts

The first step is to click on ‘New’. A form will open for you to fill in the contact information. I.E.:

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• Name: enter the first and last name of the contact you want to register. Only mandatory item. The rest of the fields are optional;

• Profession: enter the profession of the source;

• Company: name of the company it works for;

• Address: enter an address - it can be the contact's workplace, or their home;

• Groups: select which group the contact belongs to;

• Emails: add as many emails as needed;

• Phones: add as many phones as you want (cell, fax, home, business, etc.);

• Information: write extra features about the source - physical, personal, specializations and other information that can identify it;

• Private: defines a contact as private. In this case, information about the source is only available to those who registered. And contact will be marked with a lock icon.

With the exception of the name, all other fields on the form are optional, but it is interesting that they are completed, as there is a mechanism that allows the search for keywords. After filling in the information, click ‘Save’ to add the contact and ‘Cancel’ if you give up the action.

Once contact is registered, it is possible to ‘Edit’ and ‘Delete’. To do that, click on the checkbox on the left side of the contact’s name, the ‘Edit and Delete 'options will appear in the top menu.

Clicking on ‘Edit’ a pop-up window will open allowing the changes. After making all changes needed, click ‘Save’ to apply or ‘Cancel’ to abort.

Clicking on ‘Delete’, will bring a confirmation screen message as shown in the image below. Click ‘Yes’ if you want to delete the contact and ‘No’ to abort the action.

To view contact information, just click once on it and then note that all information regarding the selected contact will open on the right. Note that the contact's creation information is also shown: date, time and user who created or changed the selected contact.

Creating groups

In the upper right corner, you can see the ‘More’ button. Upon clicking, the ‘Groups’ option will be expanded. To create a group, just click on the ‘New’ and the field will be enabled to enter the desired group name.

After typing, click ‘Save’. All groups will be available in alphabetical order, on a list. On the right side of the each group, you can see the ‘Edit’ and ‘Delete’ options

When selecting the ‘Edit’ option, the field will be enabled for editing. Click ‘Save’ to apply the change and ‘Cancel’ to abort editing.

When selecting the ‘Delete’ option, a pop-up confirmation message will appear. Click ‘Yes’ to confirm and ‘No’ to cancel the deletion.

As the system is being powered, it will be possible to consult the contacts in this area.

To learn about other features, access other sections available on this platform.