PLATFORM WORKFLOW
Task Description: Create, Edit, and Delete a Contact
Objective: To show Organization Admins and Users how to add, edit and delete a contact
Organization: Under Admin or System User
System Permission Level: System Admin or System User
Step 1
Go to www.growthpowersuite.com and click the green Login button.
Step 2
Enter your username and password then click the blue Login button.
Step 3
Click on your Organization (if you are in multiple organizations). If you are only in one, you will begin on the Dashboard.
Step 4
Click on the Contacts tab in the Module Menu Panel.
Step 5
To create a contact, click the blue Add Contacts button on the top-right corner of the screen and a dropdown will appear.
Step 6
Select Add Single Contact from the dropdown and the Add Contact popup will appear.
Step 7
In the popup, fill in the relevant contact information. Once completed, click Save to create the contact.
Step 8
The newly created contact will appear at the top of the contact list. To edit the contact information, click the contact to open the contact details screen.
Step 9
On the contact details screen, you can edit the contact information using the Primary, Business and Customized tab in the leftmost panel. After making edits in a tab, click the Update button at the bottom of the tab to save your changes. Make sure to always click Update before switching to another tab to make additional edits.
Step 10
In the Customized tab, there is a Hide empty fields checkbox. Selecting this checkbox hides all custom fields without values. This feature allows users to declutter the view by displaying only fields with data. Make sure to save the changes by clicking Update at the bottom of the tab.
Step 11
To delete a contact, return to the contact list. From here, there are two ways to delete a contact.
Step 12
The first method is to select the checkbox that corresponds to the contact you'd like to delete. Selecting the checkbox will trigger three buttons to appear next to the search bar. To delete, click the red trash can icon.
Step 13
A deletion popup will appear. Type the word Delete in the textbox and click Submit to confirm the deletion of the selected contact.
Step 14
The second method to delete a contact is to locate the contact in the list and click the kebab menu (three vertical dots) on the far-right side of the contact row.
Step 15
From the menu, select Delete Contact.
Step 16
A deletion popup will appear. Type the word Delete in the textbox and click Submit to confirm the deletion of the selected contact.
