Application contacts

This topic describes how to view, add, remove and edit application contacts.

The directory of contacts is used to inform relevant people of application changes. Contacts from the directory are associated with specific applications; each application contact is assigned a specific role. All contact information for an application is displayed in the Contacts area of the application DASHBOARD tab.

For more details, see Application dashboard.

View application contacts

To view a contact:

  1. Navigate to the Contacts area.

    • Hover over the SETTINGS icon at the bottom left of the screen. After the panel expands, click CONTACTS.

    • In the toolbar, click your username. From the drop-down menu, click Contacts.

    The Contacts area appears in the workspace.

  2. To search for a contact, type any part of the contact's name in the search field, and click .

    All contacts containing the string you entered are displayed.

  3. Click the desired contact's name in the list below the search field.

    The contact's details are displayed in the workspace.

Add application contacts

To add a contact:

  1. Navigate to the Contacts area.

    • Hover over the SETTINGS icon at the bottom left of the screen. After the panel expands, click CONTACTS.

    • In the toolbar, click your username. From the drop-down menu, click Contacts.

    The Contacts area appears in the workspace.

  2. Click +Add new Contact. The Add new contact area appears in the workspace.

  3. Complete the fields as needed.

    In this field...

    Do this...

    First name (mandatory)

    Type the contact's first name.

    Middle name

    Type the contact's middle name.

    Last name (mandatory)

    Type the contact's last name.

    Email (mandatory)

    Type the email address.

    Department

    Type the department name.

    Internal number

    Type the contact's internal telephone number.

    Job Title

    Type the job title.

    Note: Custom contact fields may appear. For more details, see AppViz maintenance.

  4. Click Save Changes. The contact is added.

Edit an application's contacts

To edit a contact:

  1. View the contact you want to edit. For details, see View application contacts.

  2. Click .

    The contact's information appears in editable fields.

  3. Update the fields as needed. For details, see Contact fields.

  4. Click Save Changes.

    The contact's new information is saved.

Removing an application contact

To remove a contact:

  1. View the contact you want to remove. For details, see View application contacts.

  2. Click .

    The contact's information appears in editable fields.

  3. Click Remove Contact.

    The Remove Contact dialog is displayed.

  4. Click OK.

    The contact is removed.