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This article will discuss the topic of Managing existing Contacts in Collaborate.
Managing Contacts allows you to Edit the Contact’s information, remove them from the list of Contacts, or create a User account for the Contact.
For More information on Creating a New User account, please read the article titled Creating a New User
To Manage a particular Contact, find them in the Contacts listview on the Contacts page, and click on their name.
You will then be taken to the Contact Profile Page.
To update the Contact’s information, click the “Edit Contact information” link in the left-hand sidebar. Make any desired updates on the next page and save the form.
To deactivate a Contact, click the “Manage Status” link in the left-hand sidebar.
On the next page, set the Contact Active field to No and click Continue. The Contact will now be deactivated, meaning it will no longer appear in the list of Contacts, and can no longer be found in Contact Search fields.
