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 The Contact Manager is accessed from the Resource tab dropdown menu, under "Contacts"

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Table of Contents

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In the Contact Gadget, search for a contact by typing the first few letters of the contact name in the search box, then click on the desired contact. 

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Then hit "Assign". 

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The Contact will show in the list below. 

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Once a contact has been assigned, you can create and set a role for the contact by clicking on the Action Menu (wrench icon). 

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Select "Set Role"

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Under the "Add New Role" section, type in the desired Role tole name and click the "Add" button.

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Assign a Role to a Contact

Once a contact has been assigned, you can set a role for the contact by clicking on the Action Menu (wrench icon). 

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Select "Set Role"

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Under the "Select Role" section, choose the desired Role from the dropdown list, and click the "Set Role" button.

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Delete a Role from the Roles List

Select "Set Role"

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Under the "Delete Role" section, choose the desired Role from the dropdown list, and click the "SaveDelete" button.

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This removes the role from the "Select Role" list. Image Removed

Unassign a Contact

To unassign a contact from a resource, in the Contacts gadget click the Action Menu, then select "Unassign".

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View the Contact Details Page

To view the contact's details, click the Action Menu, then select "View". You will be redirected to the contact's detail page.

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