The Contacts Manager is the list view for all external system users in the CrewVision database, their associated contact information and has the ability to find/add/edit/delete Contacts, regardless of Contact Status.
The Contacts Manager details the following key data points:
Contact Image - The main image of the Contact - Click to enlarge in a modal view
Contact name - A unique name which links to the Contact Full Page View
Employment position - The employment title of the Contact
Customer account affiliations - A listing of all of the Customer accounts the COntact is affiliated with
Contact methods - A visual overview of all of the known contact mediums for the user
Preferred contact method - the preferred platform to communicate with the Contact
Property Count - The total Properties associated with this contact - Link to Property Manager, filtered by this Contact
Contact status - The status of the Contact (Active / Inactive)
Additional Details
Add New Contact Modal
Clicking on the ‘Add New’ button in the top right of the Contacts Manager screen launches a window, which prompts the user to input the minimum required fields to add a new Contact into CrewVision.
The minimum required fields are:
Email address
Mobile number, which can receive text messages
Ability to add major contact platforms, and associated usernames