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On this page
  • Window Heading
  • Editable Fields
  • Field Descriptions
  • Action Buttons
  • Button Descriptions
  • Additional Features
  • Close Icon Description
  • Conclusion
  1. Data Hub
  2. ADMINISTRATION
  3. People
  4. Contacts

Contacts Manage View

The Contacts Manage View enables editing contact details with required fields, optional Mobile, and Save, Cancel, or exit options.

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Last updated 4 months ago

The Contacts Manage View allows users to edit existing contact details with mandatory fields for Site, Name, and Email Address, and an optional field for Mobile Number. It features Save and Cancel buttons for managing changes and a Close Icon for quick exit. This user-friendly interface ensures efficient and accurate contact updates.

Window Heading

The top of the window displays the heading "Edit Contact", indicating that this view is specifically for modifying an existing contact’s details.

Editable Fields

The form consists of four fields, three of which are mandatory and one optional. Below is a detailed table of the fields.

Field Name
Type
Mandatory/Optional
Description

Site*

Dropdown Menu

Mandatory

Allows the user to select or update the site or organization associated with the contact.

Name*

Text Input Field

Mandatory

Editable field for entering or updating the contact’s full name.

Email Address*

Text Input Field

Mandatory

Editable field for entering or updating the contact’s email address. The system validates for correct email format.

Mobile Number

Text Input Field

Optional

Editable field for updating the contact’s phone number. This can be left blank if not applicable.

Field Descriptions

  1. Site

    • A dropdown menu to associate the contact with a specific site or organization.

    • Mandatory for maintaining organizational hierarchy and accurate association.

  2. Name

    • A required field for updating the contact’s name.

    • It ensures that each contact is properly identifiable.

  3. Email Address

    • A mandatory field for entering or updating the contact’s email.

    • Proper validation ensures the email address is correctly formatted.

  4. Mobile Number

    • An optional field for updating the contact’s phone number.

    • Useful for providing additional means of communication.

Action Buttons

At the bottom-right corner, two action buttons are provided to either save or discard the changes:

Button Name
Function

Cancel

Discards all changes and exits the edit window.

Save

Saves the updated contact details after validating mandatory fields.

Button Descriptions

  1. Cancel

    • Exits the form without saving any changes.

    • Useful if the user decides not to proceed with editing the contact.

  2. Save

    • Saves all updates and commits the changes to the contact's record.

    • This button becomes active only after all required fields are completed correctly.

Additional Features

The form includes a Close Icon in the top-right corner for quick exit. Below are the details.

Element
Function

Close Icon

Closes the form instantly without saving any changes.

Close Icon Description

  • This feature provides users a quick way to exit the form without interacting with the Cancel button.

Conclusion

The Contacts Manage View allows users to efficiently update existing contact details, including Site, Name, Email Address, and optionally, the Mobile Number. It provides Save and Cancel buttons for managing changes and a Close Icon for quick exit. This view ensures a smooth and user-friendly experience for editing contact information.

Manage Contact View