Commnia: New Contact Interface

Commnia: New Contact Interface

Introducing the new Commnia Contact Interface, where you can create new contacts, groups and companies.
Allowing you to manage your contacts from one single easy to use module.

Navigate to the menu bar icon and click Contacts under Communication. 



Contacts Screen Interface




Project Users: Here you can add new contacts.
Project Groups: Create new Groups.
Directory: Create or Edit New Companies
You will also find the search and filter section where you can:
Search by Contact, Trade or Company
You can also filter by:
Company, User Type, Category, Trade and Security Groups

Create new Contact

Click on New Contact



Complete the relevant fields and once finalised click on Save.



Adding Users to Project Group

Select Add users to project group and click on the group you wish to add them to



1. Search for the user you wish to add
2. Select them by clicking the checkbox
3. Click on Add selected User



Modifying Users

In this screen you can also modify certain details of the selected users
To do this click on the Ellipsis as displayed below.



By accessing this menu you can do the following



View/Edit: Edit the selected users details and assigned projects



Send account details (Reset Password): Used for when the users have lost access or need to reset their password
Add to Project Contact List: Adds the selected user to the current selected project
Change Email: used to change the users email address, this will prompt them to confirm the new email address.


De-activate account: used for when the specific user no longer requires access 



Project Groups Tab

1. Search by Contact, Company, Trade, Company Category or User Type also having the ability to toggle active or inactive views.
2. Lists all created groups for the project
3. Shows you the members of selected groups
4. You can add or remove users from the group



Create New Group

Click on New Group



1. Name your Group
2. Assign the Privacy
3. What Job/Project the Group belongs to.
4. Description field
5.  Once finalised click on Save



Add User to Group

Now that the group has been created let's add a user to the group.
Select the newly created group, click on Add users to group
Search for the user, select them and click on Add selected users



Directory Tab

1. Search by Company name, alternatively you can filter by Company Category, Trade or Security Groups (Also active or inactive as previous tabs)
2. Listing of the companies 
3. Users belonging to selected Company



On this screen you can choose to create a new contact or new company, considering we have seen examples of new contacts lets create a new Company.

Create New Company

Click on New Company



Thanks to our google integration, it's as simple as searching for the company you wish to add.
Select what type of Company Category they fall into, assign the Trades associated with the company.
Once you are satisfied with the information you have entered, click on Save




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