Manager Account Manual

Contact Management Guide

Create a contact book

The first thing you need to do when you just started using Mweb System is to create a Contact Book. Because, as described in "Contact Management Concept" section, a Contact Book is the place where groups of contacts are stored and contact columns are defined. It is the prerequisite of using Mweb Services.

Step 1 - Access the "Contact Book" page:

Click the home icon "" in the Header to open Home Panel on the left of this page, and then click "Contact Book Tab" button to enter Contacts Page. Next, click on Contact Book tab (shown in Figure 1) to open the Contack Book page.

Contact Book Tab

Figure 1: Contact Book page

Step 2 - Set up the basic information for your Contact Book:

Click the Add Button shown in Figure 1 to open Contact Book creation page. Finish all settings and then click Save Button.

Create Contact Book Form

Figure 2: Contact Book creation page

Note: There are 2 types of contact books:

  • Private Use - private Contact Book is invisible and not accessible to other users. Only the creator of this Contact Book can view and modify it.
  • Share Use - shared contact book is visible and accessible to other users within the same organization, but they can't modify this contact book. Only the creator of this contact book can edit it.

Step 3 - Access "ContactBook Columns":

Once saved, a new part named ContactBook Columns will appear in this page, which is used to define all the attributes included in contacts.

Contact Book Details

Figure 3: "ContactBook Columns" session in Contact Book creation page

Step 4 - Add a column in your Contact Book:

Click the Add Column Button shown in Figure 3 and then a relevant form will popup in this page, showing the following setting options:

  • Screen Title - name of the column, such as "First Name", "Last Name", "Mobile Number" and "Email".
  • Report Title - description of this column.
  • Columns Screen Order - showing the position of columns listing in contact page. For instance, order "1" means this column is listed at top of other columns, and order "2" means the column locates right below the order "1" column etc.
  • Data Type - data format in this column, such as TEXT, NUMBER and DATE/TIME.
  • Fix Column ID - define the usage of this column. Fix Column ID will tell the system how the users want to utilize these columns in order to distribute appropriate function to them. For example, Fix Column ID -"Mobile" indicates this column will be used to store mobile number in contacts, thus relevant country code such as "+61" for Australian mobile numbers will be added automatically in this case.
New Column Registration Form

Figure 4: Columns setting form

Note: a column with the 'Fix column ID' set as "FIRST_NAME" or "LAST_NAME" must be created for the system to recognize the "name" of each contact.

Step 5 - Add more columns based on you needs:

Click Add Button shown in Figure 4 to add different columns. The following figure reveals three columns - "First Name", "Mobile" and "Email" have been successfully created. Then click Back Button to redirect back to Contact Book page to check the Contact Book you just created.

List of Columns

Figure 5: Added columns in Contact Book creation form