Contacts - Contact List - Actions

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Contact List - Actions

1. Contact List
2. Actions

1. Contact List

The numbered items in Image 1 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

Image 1: Contact List

 

 

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1. 1. Contacts: Click the Contacts dropdown and then select "Contact List". This will bring you to the page seen above.
   2. Actions: This is a dropdown button that shows different actions for the participant.

2. Actions

The numbered items in Image 2 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

Image 2: Actions

 

 

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1. 1. Text History: This link sends user to the participant's Text History page.
   2. Participant Profile: This link sends user to the participant's Participant Profile page.
   3. Change Phone: This link sends user to the Change Phone page.
   4. Add Appointment: This is available so you can send an appointment reminder to a participant. Hover over it and a dropdown will appear. Here you will see your appointment module link. Clicking the module link will bring you to the "Schedule Appointment Reminder" page, which is where you can add an appointment.
   5. Remove From Contacts: Removes the Contact from list.
   6. Add To Storyline: This indicates which Storyline(s) the participant has available on the Project, and then will add the participant to the selected Storyline.
   7. In story .... : "In story" is finished with the name of the Storyline your participant is currently enrolled in. Hover over this and a dropdown will appear with all remaining storylines. Here you have the option to move a participant to a different Storyline. If you choose to move a participant, the Contact List table will refresh and the newly chosen Storyline will be listed as their current Storyline.