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Contacts Overview/Summary   - 14248  - ATLAS Application Manual

Search Article Headers    Tick to Include Article Content       Maintaining, Adding and Withdrawing Contacts and Users

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No         1. Managing Contacts 1.1 Contacts Can me managed through ATLAS and can be linked to Projects, Companies and Operations are required. 1.2 To Open the Contact Form, Double Click on the Contact Name where it appears in ATLAS, or use the Quick Filters tab on the Main Switchboard 2. Contact Header 2.1 Key Information and contact details can be managed here, and used in atlas for reports and automatic emails. 3. Contact Form Tabs 3.1 Notes Tab: Click on the notes tab to add a note relating to the contact. 3.3 Operation Tab: This cannot be edited, and displays the operations linked to the Contact 3.4 Assets Tab: The Assets assigned to the contact can be maintained here, or directly through the Asset List 3.5 Roles Tab: Roles can be assigned to categorise the contact. This includes both system and Operation Roles. 3.6 Company Tab: How the contact relates to companies is managed here 3.7 Project Tab: The Contact can be assigned with roles to specific projects, the drop down options on the Operation trackers can be limited to the applicable contacts. 3.8 User Tab: To Add the Contact as a system User, click on the [Edit User Details Button] (This button has been removed on certain versions). Allocate the User the following: 1 - User login 2 - User Password 3 - User Type (Select from the dropdown list) To Withdraw the user, click on the User Withdrawn checkbox. This will withdraw the user only, not the whole contact. 3.9 Link Tab: A Handy shortcut to other Modules relating to this contact Within ATLAS 4. Other 4.1 To Make the whole contact inactive, tick the "Contact Withdrawn" checkbox. 4.2 Contacts can be Viewd as a List, filtered by Role 4.3 See more details of how to Add a contact

Caption Top Label ControlTip Notes Mobile Mobile Contact Mobile Phone

Related Articles  Assigning Roles : ATLAS Application Manual  - Assigning Roles to Contacts, Companies, Operations or Projects  Contact Lists : ATLAS Application Manual  - Viewing Contacts as Lists  Creating a New Contact : ATLAS Application Manual  - Adding a New Contact  Quick Quality Review : - Please Select -  - Universal SHEQ Review  Asset List : ATLAS Field Details  - Asset List (Not Stock) for Key Asset Management  ATLAS System Overview : System Overview  - System Overview of ATLAS  Submitting Timesheets : ATLAS Application Manual  - Processing Timesheet Data

AppliesTo Type Description Caption frm_Contact Adp Form Single   Contact Details (2.3)

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Name Estate Systems Ltd Phone 07773 372024 Email support@estatesystems.co.uk

Article Type: ATLAS Application Manual  - ATLAS database support manual - based around individual forms (Help Reference Pages) ID-14248 , Revised 26/01/2016 05:52:00 PM , Revision  6 Written by: Jonathan  Spratt (ES) , Estate Systems Article Limited to: Estate Systems - Databases, Websites and Quality inc UKDS

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