Contact View
To access and configure the contact views, follow the steps below.
- On the Contacts screen, click on the View by dropdown.
- On the View Contacts By window, select a view by clicking on the view
name.
- By Site: Displays the contacts grouped by the site.
- By Country: Displays contacts grouped by their country association.
- By IRB/EC: Displays contacts grouped by the IRB/EC.
- Click on the pin icon to pin a view and this view is selected once user access the Contacts modal.
- Check the Set Default checkbox to set the view as a default and Set Default for all Rooms to apply the view to all rooms.
- Click on the Select button once the desired view is selected.
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