Nicolai Ort
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40 lines
1.6 KiB
Markdown
40 lines
1.6 KiB
Markdown
---
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title: Contacts
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weight: 5
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lang: en
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---
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Contacts are used for Customer Relation Management (CRM) and can be assigned to any number of [Teams](../teams) and [Orgs](../teams).
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Note: A team/organization can only have one contact at a time.
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Currently, contacts are only used for documentation, but in the future, it will be possible to send certificates for all their teams/orgs to a contact via email with the push of a button.
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## Creating
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To create a new contact, open the `Contact` page in the runner system.
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You can create a new contact using the `Create Contact` button.
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You can give the contact a name, phone number, and email address and assign them to any number of groups (teams/organizations).
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You can also choose whether to set an address for the contact (if not, simply uncheck the address box).
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## Editing
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To edit a contact, click the `Details` button for the desired contact in the contact overview.
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In the overview for this contact, you can now adjust the name, phone number, email address, and address.
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When you are finished, simply click `Save Changes`.
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## Deleting
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You can delete a contact either from the contact overview or the contact detail view.
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Only the contact will be deleted, no associated orgs or teams.
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### In the Contact Overview
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Click the `Delete` button for the desired contact.
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You will then be asked if you really want to delete the contact or cancel.
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### In the Contact Detail View
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Click the `Details` button for the desired contact.
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At the top of the page, there is now a `Delete Contact` button.
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You will then be asked if you really want to delete the contact or cancel.
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