Contacts can be used within Key Studio™ to manage information relating to various people and their connections to projects and particular lockcharts.
Contacts screen is divided into the list of available people with their names, titles and company names and a panel for presenting details of a chosen person.
Contact list and details
Key Studio™ offers to ways of displaying contacts sorted alphabetically by either first or last name. Users can also search for a particular contact by using Search field at the top of the list.
Searching can be performed using full or partial person's name, title or company name - as presented on the list.
By clicking on a contact Details are presented on the right side of the screen.
Details can be edited, amended, removed. To edit existing contacts' details users click on the pencil icon available in the top right corner. Clicking on the bin icon leads to deleting of the contact.
Editing details
When the edit mode has been activated Contact data fields become active and editable.
Once all the changes are complete Apply button allows saving edits.
Deleting a contact
To delete a contact click on the bin icon in the top right corner of contact's details.
Warning message pops-up asking for final confirmation.
After clicking OK contact is deleted.