1. Description

It is designed to customize the Contact.

It consists of the following elements:

1. Top bar (Fig.1(1));
2. Sidebar (Fig.1(2));
3. Tab bar (Fig.1(3)).

Fig. 1. Contact page

1.1. Top bar

The top bar consists of the path of the page and the Close button. The Close button closes the Contact page and opens the Contacts page.

1.2. Sidebar 

General contact information is displayed here.

It consists of  the following elements:

1. Options button;
2. Avatar; 
3. Contact name;
4. Owner;
5. Description
6. Labels.

1.2.1. Options button

Click the  button to open the options (Fig.2).

Fig. 2. Options

 (edit) - after clicking the edit button, the Edit contact modal window opens (Fig.3), where you can make changes. 

Fig. 3. Edit contact modal window

 - (delete) - It removes an object with confirmation through a modal window (Fig.4). A modal confirmation window appears after clicking the button. Clicking the Yes button - deletes the object and opens the Contacts page. Clicking the No button closes the modal window, and the object is not deleted.

Fig. 4. Confirm deletion modal window

1.2.2. Avatar

An avatar is automatically substituted as name initials on the appropriate background for each Contact.

1.2.3. Contact name

The Contact name is displayed here.

1.2.4. Owner

The name of the Contact owner is displayed here.

1.2.5. Description

The contact description is displayed here.

1.2.6. Labels

The Contact labels are displayed here.

1.3. Tab bar

The Tab Bar displays tabs with data for this Contact.

There are the following tabs:

1. Communication options;

2. Variables;
3. Permissions.

1.3.1. Communication options

The Communication options tab contains the following tabs that display the communication settings for the Contact:

1. Phone;
2. Messaging;
3. Emails.

 Phones tab is open by default  (Fig.1(3)).

1.3.1.1. Phones

The tab displays the parameters of the phone connection.

The  button opens Add the phone number modal window (Fig.5).

Fig. 5. Add the phone number modal window 

1.3.1.1.1. Add the phone number modal window

The Add the phone number modal window consist of the folowing fields:

1. Communication type;
2. Destination.

1.3.1.1.1.1. Communication type

The Communication type is selected in this field.

The drop-down list displays the Communication types that correspond to the communication channel.

More information about the Сommunication types can be found here. 

1.3.1.1.1.2. Destination

The Contact's contact information, for example, a phone number, is entered here.

1.3.1.1.2. Registry

The registry consists of a set of fields:

1. Phone;
2. Communication type;
3. Editing tool;
4. Removal tool.

1.3.1.1.2.1. Phone

The Contact's phone number is displayed here.

1.3.1.1.2.2. Communication type

The Communication type is displayed in this field.

1.3.1.1.2.3. Editing tool

Use the button to edit the communication option. After clicking the button, the Edit the phone number modal window opens where you can make changes.

1.3.1.1.2.4. Removal tool

It is used to remove an object with confirmation through a modal window. A modal confirmation window appears after clicking the button. Clicking the Yes button - deletes the object and the entry. Clicking the No button closes the modal window, and the object is not deleted.

1.3.1.2. Messaging

_{*under development}

1.3.1.3. Emails

The tab in which the communication options of the Email channel are displayed.

The  button opens Add the email modal window (Fig.6).

Fig. 6. Add the email modal window

1.3.1.3.1.  Add the email modal window

The  Add the email modal window consist of the folowing fields:

1. Communication type;
2. Destination.

1.3.1.3.1.1. Communication type

The Communication type is selected in this field.

The drop-down list displays the Communication types that correspond to the communication channel.

More information about the Сommunication types can be found here. 

1.3.1.3.1.2. Destination

The Contact's contact information, for example, a phone number, is entered here.

1.3.1.1.2. Registry

The registry consists of a set of fields:

1. Email;
2. Communication type;
3. Editing tool;
4. Removal tool.

1.3.1.3.2.1. Email

The Contact's email address is displayed here.

1.3.1.3.2.2. Communication type

The Communication type is displayed in this field.

1.3.1.3.2.3. Editing tool

Use the  button to edit the communication option. After clicking the button, the Edit the email modal window opens where you can make changes.

1.3.1.3.2.4. Removal tool

It is used to remove an object with confirmation through a modal window. A modal confirmation window appears after clicking the button. Clicking the Yes button - deletes the object and the entry. Clicking the No button closes the modal window, and the object is not deleted.

1.3.2. Attributes

It is designed to create attribute for the Contact.

Click the  button to add a new attribure. After clicking the button, the Add attribure modal window opens (Fig.7).

Fig. 7. Add attribure modal window

1.3.2.1. Add attribure modal window

The Add attribure modal window consist of the folowing elements:

1. Key;
2. Value;
3. Add button;
4. Cancel button.

1.3.2.1.1. Key

The field is intended for entering a key.

1.3.2.1.2. Value

The field is intended for entering a value.

1.3.2.1.3. Add

Clicking on the Add button adds the entered attribure .

1.3.2.1.4. Cancel 

Clicking on the Cancel button closes the modal window, and the attribure is not added.

1.3.2.2.  Registry 

The registry consists of a set of fields (Fig.8):

1. Key;
2. Value;
3. Editing tool;
4. Removal tool.

Fig. 8. Attribures tab

1.3.2.2.1. Key

The attribure's key is displayed in this field.

1.3.2.2.2. Value

The attribure's value is displayed in this field.

1.3.2.2.3. Editing tool

Use the  button to edit the attribure. After clicking the button, the Edit attribure modal window opens where you can make changes.

1.3.2.2.4. Removal tool

It is used to remove an object with confirmation through a modal window. A modal confirmation window appears after clicking the button. Clicking the Yes button - deletes the object and the entry. Clicking the No button closes the modal window, and the object is not deleted.

1.3.3. Permissions

Here, you select the Roles and their rights regarding this Contact.

It consists of the following elements:

1. Creation tool (Fig.9(1));
2. Refresh button (Fig.9(2));
3. Registry (Fig.9(3));
4. Pagination (Fig.9(4)).

Fig. 9. Permissions tab

The following Users/Roles get into the registry entries when creating a Contact:

1. There are no entries in the Managed by records tab of the contacts section - only the User who created the Contact.
2. There are entries on the Managed by records  tab of the contacts section: 
   •  the User who created the Contact:
   • those Grantees are listed on the  Managed by records tab of the contacts section for which the Grantor is the creator of the Contact. All the Roles of the User who created the Contact and the User himself are considered Grantor.

1.3.3.1. Creation tool

Use the add button (Fig.8(1)) to add a Role. When you click the add button, the Add grantee modal window opens (Fig.9). The Role drop-down list contains a list of all Roles and Users.

To quickly find the desired User or Role, you can use the Grantee field as a search field: enter the name of the User or Role you are looking for, and only Users or Roles containing the entered expression will be displayed.

You can distinguish a User from a Role by icons:

 - a User;

 - a Role.

Clicking on a particular Role or User selects it. The Add button adds the selected Role/User to the registry entries. Clicking the Close button closes the modal window without adding entries to the registry. Clicking the close button () closes the modal window without adding entries to the registry.

Fig. 10. Add grantee modal window

The added Role, or User, has the following configuration:

• Read - Allow;
• Edit - Forbidden;
• Delete - Forbidden.

These can be changed by selecting the required value in the column's drop-down list.

1.3.3.2. Refresh button

Updating the register table is performed by clicking on the refresh button -

1.3.2.3. Registry

 Consists of a set of fields:

• Name - the name of the Role or User;
• Read - drop-down list with permissions to read.;
• Edit - drop-down list with permissions to edit.
• Delete - drop-down list with permissions to delete;

• Removal tool - removes the entry.

Permission options:

• Allow - the action is allowed;
• Allow with delegation - itself has permission and can grant such permission to others;
• Forbidden - the action is forbidden.

1.3.3.4. Pagination

It consists of the Rows per page field, which indicates the number of entries (it is possible to set from 1 to 1000) per page, and forward and backward buttons for switching pages.

2. Opportunities

2.1. Add the Communication option to the Contact

2.2. Remove the Communication option to the Contact

2.3. Change the Communication option in the Contact

2.4. Add a attribure to the Contact

2.5. Remove the attribure from the Contact

2.6. Change the attribure in the Contact

2.7. Add a Role or User to the list of those who have access to the Contact

2.8. Remove a Role or User from the list of those who have access to the Contact

2.9. Change action permission from Role to Contact