View/Modify Contact Creation Template


To view or modify an existing contact template, select the specific template, make the required changes and save the template.

 

Steps:

 

  1. Click on 'AD Mgmt' Tab.

  2. Click on 'Contact Management' --> 'View/Modify Template' in the Contact Templates

  3. Click on the template that has to be modified in the list of contact templates that are displayed.

  4. Make the required changes and click 'Save Template' to save the changes to the template.

 

 

 

Field Tray:

On the left side of the create template page is the 'Field Tray' which has all the default tabs and their respective attributes listed under it.


Adding a New tab:

This option makes it possible to add a new tab in addition to the existing tabs. To add a new tab,

  1. Click on 'Add Tab'.
  2. In the 'Adding New Tab' dialog box that opens,
    1. Enter a name for the tab.
    2. Specify the Tab Type Regular Tab or Exchange Tab as per the requirement.

    Note:

  3. This option is displayed only if the 'Exchange Tab' is deleted. 'Adding Exchange Tab' is possible only if there is no exchange tab already being used.


  4. To add a new field group that will be located in this tab, under the 'Default Group Option' enter a 'field group name' and also choose the number of columns in which the fields have be arranged.
  5. Click on 'Done' to complete the addition of a new tab.

Adding Exchange Tab:
  1. Click on 'Add Tab'.
  2. In the 'Adding New Tab' dialog box that opens,
    1. Enter a name for the tab.
    2. Specify the Tab Type as Exchange Tab.
  3. To add a new field group that will be located in this tab, under the 'Default Group Option' enter a 'field group name' and also choose the number of columns in which the fields have be arranged.

  4. Note:

    1. Please note, it is not possible to add fields from any regular tab to the Exchange tab and vice versa.


  5. Click on 'Done' to complete the addition of a new tab.

Delete a tab:


To delete an existing tab, use the delete (x) option that will be displayed on placing the mouse near the tab name.



Delete a field:


To delete a field or to move a field from a tab to the field tray, use the 'delete (x)' option that is displayed when you click the 'edit' icon that is displayed just beside the field name.



Make silently active:


Using the make silently active option, it is possible to hide a tab or a field without actually deleting it.


When this option is enabled, the respective tab or field and also the values in the tab will actually be used while creating the contact but will not be displayed during the contact creation process. All the attributes made silently active will be added in the active directory for the corresponding contact(s) but will not be displayed during the creation process.


This option is useful in cases where the administrator would like give values to the attributes in the tab but would not like the person creating the contact to know the values.


This option can be selected by clicking the '-'symbol which is displayed, beside the delete option, when the mouse is positioned over or near the tab name.



Field Group:


A field group contains a group of related attributes placed under one common head.


A new field group can be added using the 'Add Group' option that is placed inside the tab on the top right corner.


Similar to the tab, a field group or any field that is placed in a field group can be made 'silently active'.




Drag-n-drop:


This option makes is possible to drag and drop the required field or attribute in the required tab.


Click on the tab in which you would like to add a new field. Then, drag and drop the required field from the field tray to the required field group inside the tab.


While moving the field/attribute, there will be a box that will be displayed automatically inside the field group where you move the field to, you can drop the required field inside this box in the required position.