Help ELMA BPM Platform

Contacts

This ELMA section contains information about the contacts of the contractors. This information is used when working with contractors and creating relationships in ELMA.

Fig. 1 shows an example of the Contacts page.

Note

Working with contacts is available only for company-type contactors.

Fig. 1. Contacts page

Fig. 1 illustrates:

1. The left menu with the filter tree.

2. The toolbar, which contains buttons for managing the list of contacts.

3. The search form, which allows for quick and advanced search of contacts.

4. The table with the list of contacts.

Toolbar buttons

	When you click Add, a page for creating a contact opens.
	When you click Selected or , a drop-down menu opens, which allows you to: create calls; create meetings; create mail; delete; start process.

Actions with contacts

Creating a contact

To learn more about creating a contact, see the corresponding Help section.

Editing a contact

Users can edit contacts in ELMA, if they have the corresponding access permissions.

To edit a contact, open the contact page and click Actions - Edit in the toolbar. A page for editing a contact will open, which is similar to the contact creation page, where you can edit the required fields and click Save.

Deleting a contact

Users can delete contacts in ELMA, if they have the corresponding access permissions.

There are two ways to delete a contact:

on the Contacts page, check the required contacts and click Selected – Delete selected contacts in the toolbar;
open the page of the required contact and click Actions - Delete in the toolbar of the page.

Please note that, if in the data display table, you add a Contact filed, then in the Contractors section, next to the name of the deleted contact you will see a corresponding warning. The deleted contact is not shown on the Contractor's in the Contacts tab.

Fig. 2 Deleted contact in the data display table