STC | iQ
1.16.8.1
User Guide |
|
STC | iQ
1.16.8.1
User Guide |
STC | iQ provides the ability to create and store a contacts list for use throughout the application.
Authorized users can access the Global Contact List page by clicking
on the Admin > Global Contacts
link in the menu. Click
here to see an example Global Contacts List page.
To search for a specific contact in the list, begin entering at least a few characters in the Search field. The contacts list narrows as text is entered in the Search field.
To add a new contact, click the round blue +
(Add) icon (
). The Create Contact window appears.
Enter the person's first name, last name, position, phone number, and
email address (all fields are optional) and click Create.
The person's information is added to the global contacts list.
To edit a contact on the Global Contacts List page, locate the contact
in the list, then click the Edit icon (
) in the Edit column for that contact. On
the Edit Contacts window that pops up, edit the information as necessary.
Click Update when finished.
To delete a contact, locate the contact in the list, then click the
Delete icon (
). The contact is deleted from the Global
Contacts List page and can no longer be added to individual provider onboarding
pages.
| Caution: When a global contact is deleted from the Global Contacts List page, it is also deleted from any provider onboarding pages it had previously been added to. |
To send an email to one or more contacts from the Global Contacts List page, select the contact(s) by clicking on the checkbox next to the name, then click the Send Email button that appears once a contact is selected. Your default email application (for example, Outlook) opens with the contact information automatically added to the To field. Enter a subject and message, then send the email as you normally would.
Select a contact again to deselect it.
Distribution lists in iQ are called Contact Groups. See the Contact Groups topic for more information.
