Using the Contact Manager

Contact Manager

Do you need to add a new, delete or edit a contact in Paragon? Are you curious about how you can work with your current contacts in Paragon? Or maybe now that you have created a search and saved it to a contact for auto notification you need to understand how the Contact Manager works in Paragon.

Additional Training Options:
 

Working with the Contact Manager.

Click on the Contacts button on the main menu.

Click on View/Manage Contacts.

   →    

 

 

A list of current contacts will open.

Contact List Example

 

 

Actions

There are 6 action functions on the Contact Manager Page:

Add New

Click on Add New to add a new contact. See the  Add New Contact guide for more information.

Delete

You can delete any and all contacts. It is recommended to change the contact status to Inactive as an alternative to deletion.

Place a check in the box of the contact you wish to delete and click Delete.

Print

Click Print to print your list of Contacts.

You can select individual contacts to print by placing a check mark in the box or print the complete list.

 

 

Click Print

 

 

 

Labels

Click on Labels

 

 

 

If an address is incomplete or missing from the contact page the label will not print.

The Contact Manager Page

But what does it all mean?

Look for other Guides to learn more about working with contacts in Paragon.


 

Last modified on Tuesday, 01 August 2017 18:29
More in this category: Add a Task To a Contact »