8. How to Add Scheduled units to a Contacts Dashboard
Click on Contact tab in the side menu.
Click on Search in the Side Menu.
Enter at least one of the following options in to the relevant search box:
Given Name
Surname
Home Institution
Status
Contact Role
Click on the Search Contact button.
To filter the list of contacts, in the search box above the list of contacts, start typing the contacts's first or given name.
This will return a list of contacts that meet the searched criteria
When you see the record for the contact you are looking for, click on the contact role for that contact, highlighted in blue in the left column of that row.
Scroll Down to Edit Contact details section
Scroll down to the Add contacts Role for Scheduled Units section.
To search for a Scheduled Unit enter at least one of the following options in to the relevant search box:
Unit Code
Unit Name
Unit Provider
Unit Keywords
Unit status
Click on the Search Scheduled Unit Button.
This will return a list of units that meet the searched criteria
Click on the Select the role drop box on the right hand side of the required unit.
Click on the required option. When selecting a role the tick box will automatically be selected. Multiple units can be added at the same time.
Click the Add Role to Schedule Units button to complete the process.
Expand
title
10. How to add a photo to a contact staff record
Info
Please note:
This method assumes that you have already taken the photo and it is stored in your computer, has been edited and is in a JPEG format.
Click on Contact tab in the side menu.
Click on Search in the Side Menu.
Enter at least one of the following options in to the relevant search box:
Given Name
Surname
Home Institution
Status
Contact Role
Click on the Search Contact button.
To filter the list of contacts, in the search box above the list of contacts, start typing the contacts's first or given name.
This will return a list of contacts that meet the searched criteria
When you see the record for the contact you are looking for, click on the contact role for that contact, highlighted in blue in the left column of that row.
Scroll Down to Other Details section
Locate the picture file and click on the Choose file button
Navigate to where the photo is stored and click the Open button.