Contacts

Contacts are used for Customer Relation Management (CRM) and can be assigned to any number of Teams and Orgs. Note: A team/organization can only have one contact at a time.

Currently, contacts are only used for documentation, but in the future, it will be possible to send certificates for all their teams/orgs to a contact via email with the push of a button.

Creating

To create a new contact, open the Contact page in the runner system. You can create a new contact using the Create Contact button. You can give the contact a name, phone number, and email address and assign them to any number of groups (teams/organizations). You can also choose whether to set an address for the contact (if not, simply uncheck the address box).

Editing

To edit a contact, click the Details button for the desired contact in the contact overview. In the overview for this contact, you can now adjust the name, phone number, email address, and address. When you are finished, simply click Save Changes.

Deleting

You can delete a contact either from the contact overview or the contact detail view. Only the contact will be deleted, no associated orgs or teams.

In the Contact Overview

Click the Delete button for the desired contact. You will then be asked if you really want to delete the contact or cancel.

In the Contact Detail View

Click the Details button for the desired contact. At the top of the page, there is now a Delete Contact button. You will then be asked if you really want to delete the contact or cancel.