View and manage contacts

1.       Click Filters to show the filter boxes.

2.       To view all contacts, click Filter without typing any search values. To narrow your search, do the following.

a.       In the box above the Name column, type all or part of the name of the contact(s) you want to find.

b.       In the box above the Organization column, select the organization to include in the search.

c.       In the box above the Title column, type all or part of the title of the contact(s) you want to find.

d.       In the box above the Address column, type all or part of the address of the contact(s) you want to find.

e.       In the box above the Phone column, type all or part of the phone number of the contact(s) you want to find.

f.        In the box above the E-mail column, type all or part of the e-mail address of the contact(s) you want to find.

3.       Click Filter.

The Axeda® Platform finds all defined contacts that contain the search value(s) defined and shows only those contacts in this table.

 

Click the contact name shown in the Contacts table.

The Platform locates the information for the contact and shows the results in the contact configuration page. You can add or change the information shown in the corresponding configuration page.

 

1.       For the related contact, click the e-mail address shown in the Contacts table.

2.       In your default e-mail program, create the subject and body of the message; the contact's address appears in the To: line.

3.       Send the message.

 

1.       Select the check box(es) for the contact(s) you want to remove. To remove all contacts shown in this page (not the entire table), select the check box in the table heading.

2.       Click Delete Selected Contacts. A message appears prompting you to confirm that you want to permanently remove these contacts.

3.       Click OK. The contacts are removed from the table and database.