Contacts Module

The Contacts module allows you to create and manage personal contacts. You can use these contacts in 4ALLPORTAL when you want to send an eTicket, for instance.

Personal contacts can be linked to company contacts from the Companies module.

Additionally, the module lists all contacts who are registered 4ALLPORTAL users. This is beneficial as it allows you to look at a collection and see the users whose contact details (e.g. telephone number) you can view.

Open the module via the mega menu by clicking the icon   . 

Note: The visibility of personal contacts may be restricted by your company’s data privacy rules.

1. Search Fields

Use the search fields to search for specific objects in your 4ALLPORTAL. This screenshot shows an example of how to search based on a personal contact’s first name or position.

Note: Search fields are customized for your organization. There is usually a custom search section defined for each user role. For example, user role "Marketing Department" can use different fields to search for assets than user role "Product Manager".

You can find further information in section Search Fields.

2. Toolbox

The toolbox provides you with a range of different actions and/or functions, depending on the module in question.

For example, you can create or delete objects or open them in the detail view.

Note: Toolbox functions are usually customized for your organization. The options and functions available to you depend on your user permissions. Another user may be able to use options that you cannot use as a result of your restricted user permissions.

Contents of Contacts Module