TABLE OF CONTENTS

• Contacts Module Overview
  • Accessing the Contacts Module
  • Contacts Menu Layout
  • Adding a New Contact
• Further Support

Contacts Module Overview

The Contacts module in ManagementStudio provides a centralised view of all contacts associated with modules such as Applications, User Migrations, Devices, Defects, and Deployment Units. Each contact record includes key information like first name, last name, Sam Account, job title, and communication details.

Accessing the Contacts Module

To open the Contacts module:

• Select Contacts from the vertical menu bar on the left.

Contacts Menu Layout

The Contacts module interface is organised into three main areas:

• Toolbar: Located across the top, the toolbar allows you to reload information, create new contacts, search the grid, and select or copy items.
• Contact Grid: The main grid displays a list of all contacts for the current project.
• Detailed Grid: The lower section provides detailed information about the contact selected in the main grid.

Adding a New Contact

1. From the toolbar, click New Contact.
2. Enter the basic details: First Name, Last Name, Email Work, and Phone Work.
3. Click the New button to create the initial contact record.

4. In the detailed grid at the bottom, you can add further details such as:
   • Sam Account
   • Domain
   • Organisation
   • Job Title
   • Cost Center
   • Office Site
   • Notes
5. Click the Save button to complete the process.

Further Support

For additional assistance, visit the ManagementStudio Service Desk to search the knowledge base or log a support ticket.