Manage Contacts

Learn how to add, delete and manage contacts within the Contact Manager.

Add a contact

In the back end of i:Create select “More+” from the i:Create Utility Bar. Then select “Contact Manager” from the dropdown menu. This will take you to the Contact manager “Home” page.

To add a new contact to the Contact Manager:

  1. Click the "Add New" button on the Contact Manager home page
  2. Complete all relevant fields on the "Contact Information" form
  3. Click the "Save" button to add the contact to the Contact Manager

Contact Information form options

You can add a name, title, email address and mailing address for each contact you add to the Contact Manager. Consider filling out the following options on the "Contact Information" form.

The "Contact Information" form includes the following options to help you identify the type of contact:

  • The "Internal Contact" checkbox can be selected if the contact is part of your organization
  • The "Can Contact" checkbox can be selected if the contact can be contacted by members of the public
  • The "General Contact" checkbox can be selected if the contact is part of your general contact group
  • The "Is Service" checkbox can be selected if the contact belongs to a service group, such as a department or generic contact, rather than an individual's contact information

From the "Contact Category" section on the "Contact Information" form, select the checkbox next to the contact category you'd like your contact to be included in

If you'd like to add a phone number or web link for the contact:

  1. Select the "Add New" button under the corresponding heading in the "Contact Information" form
  2. Fill out all relevant fields
  3. Select the "Save" button to add the phone number or web link to the contact information

Edit a contact

In the back end of i:Create select “More+” from the i:Create Utility Bar. Then select “Contact Manager” from the dropdown menu. This will take you to the Contact Manager “Home” page.

To edit a contact from the Contact Manager home page: 

  1. Find and select the contact you'd like to edit from the list of contacts
  2. Select the "Edit" button next to the contact you want to edit
  3. Make any necessary changes to the "Contact Information" form
  4. Click the "Save" button to update the contact information.

Once you edit a contact's information, it will automatically update throughout the website anywhere you link to this contact. 

Delete a contact

In the back end of i:Create select “More+” from the i:Create Utility Bar. Then select “Contact Manager” from the dropdown menu. This will take you to the Contact Manager “Home” page.

To delete a contact from the Contact Manager home page:

  1. Find and select the contact you'd like to delete from the list of contacts
  2. Select the "Delete" button next to the contact you want top remove. This will open a confirmation pop-up box
  3. Select the "Ok" button if you are sure you want to delete the contact. Select the "Cancel" button if you no longer want to delete the contact