The Contacts page allows you to add and save various people against your site for use in emailing reports and other reference. People can be added regardless of whether the use the platform or not and you can even add yourself.
Contacts only need to be added once per person, per site and are specific to that site.
Contacts can be found by selecting Site Settings from the Dashboard:-
Then select Contacts:-
If a Primary Contact has been added in the site details page, they will already be present with a star in the right corner:-
Click Add Contact:-
Their first and last name and a correct email are all mandatory fields and must be entered in order to save.
Once you are happy with the details, click Save on the right:-
Once saved, this will appear alongside the other added contacts:-
Updating and deleting contacts can be done by selecting them from the same page.
Select the contact and, once you've changed the required details, click save.
Select the contact and click the Delete button:-
A pop-up will appear for you to confirm or cancel your choice.
Selecting Contacts in reports:-
When emailing a report, saved contacts can be added by selecting the Email option on your report.
The primary contact is automatically added you can add any others by clicking in the To section:-
You may choose individual addresses or click Select All to add them all in.
Emails that are not needed can be removed from the by clicking the x next to them.
Emails can be added manually by typing in the address and pressing Enter on your keyboard.
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