Choosing a Contact

To edit a contact, just click on it. To send email to a contact with an email address, click on the email address.

To add a new contact, click on "Add a new contact" at the top of the list.

Editing a Contact

Name

This is the name used throughout ResourcePlanner to identify the contact, and it must be unique within the contact type (i.e. you can have two contacts with the same name, but different contact types). Contacts are sorted in alphabetical order within contact type, so if you prefer to sort by last name, you should enter the name as "Lastname, Firstname".

Type

Choose a contact type. You can add more contact types in Contact types.

Phone

Enter the phone number

Email

Enter the email address. Everywhere this email address is shown in the system, it will be shown as a clickable link to send an email using your usual email client.

Address

Postal address. Note that only contacts with write access can see the postal address - it is hidden from others.

Notes

Enter free-form notes here.

Access Level (Supervisors only)

Select an access level from the drop-down. If you leave it set to "Default", then the access level is set to the default access level for the Contact type. If the resulting access level is not "None", then ResourcePlanner will allow the contact to log in.

Username (Supervisors only)

This is the login name used by ResourcePlanner to identify the user, and it must be unique. Most people use an all lower case name of the form firstname.lastname here. This is also the convention ResourcePlanner uses to create a default login name if you leave this blank.

New password and Repeat Password

If you wish to change the login password for a contact, enter it here. For new contacts, you must enter a password, unless you have set a default password in Settings. The first time a new contact logs on, you can force them to change their password by setting "Force change on first login" in Settings.

Home Page (Supervisors only)

If you want this contact to have one or more extra pages on their menu, enter the URL's of the extra pages here, separated by a pipe character |. These URLs can be anywhere on the Internet. If you allow a contact to log in, and the contact type has a home page set, then the contact type home page will be used if you leave the contact home page blank.

Home Tab (Supervisors only)

Each extra page entered in Home Page above needs a title to go on the menu tab. Enter the titles here, again separated by a pipe character |. If you have only entered one URL in Home Page, then the extra page will appear in the top level menu (between Admin and Logout). If you have entered more than one URL in Home Page, then the extra pages will appear in their own submenu, and you can enter a title for that submenu as an extra, first item in the Home Tab list.

Update

Pressing this button will write any changed details back to the database, and return you to the previous screen.

Cancel

Pressing this button will discard any changes, and return you to the previous screen.

Apply

Pressing this button will write any changed details back to the database, but leave you in the same screen.

Delete

Pressing this button will delete the details permanently. You will always be asked to confirm a delete (and there may be details in the confirmation dialog of other information which will be deleted at the same time). Once you answer OK to the confirmation dialog, the information will be gone for ever (but see Backup and Restore).