Difference between revisions of "Contacts"

Revision as of 18:53, 5 May 2016

Users can use the Contact List function to quickly and easily fill out Termite Reports.

How to Add a New Contact

1. Open the Contacts window by clicking on Contacts in the Navigation Panel.
2. Click on the bottom left.
3. Input the contact information.
4. Click when finished.

Using Contacts in Termite Reports

When creating a new Termite Report, notice the phonebook icon File:Phonebook.JPG on the top right corners of some categories. This signifies that you can use your preloaded contacts to fill out some categories, saving time and energy.

1. Press File:Phonebook.JPG to open the Contacts window.
2. Click directly on the contact you want to choose.
3. The Contacts window will disappear, and in its place, the category will be filled out with the corresponding contact information.

Managing Contacts

To edit a contact, click on the (PENCIL) icon next to the entry you want to edit.
To delete a contact, check the small box to the left side of the names, then click DELETE SELECTED. You may check more than one contact at a time.

Importing Contacts

1. Click IMPORT CONTACTS on the Contacts List
2. If you have already downloaded the Contacts template, you may skip this step. If you haven't, click DOWNLOAD TEMPLATE. You MUST format the spreadsheet correctly for the import to work.
3. The template will begin downloading. Click the file on the bottom bar of your browser to continue.
4. Fill out the spreadsheet following the outlined categories. When you have finished, make sure to save.
5. Go back to TermiteKiosk. Now, at the Import Contacts screen, click SELECT A FILE and locate the saved document in your computer, and open.
6. Click IMPORT

All the contents from the spreadsheet will appear in the Contacts List.

Exporting Contacts

1. Click EXPORT LIST.
2. You can choose to Export all the items in the Contact List or just a selected few.
3. Saving your Contact List as an HTML will open a new tab with your contacts. Saving it as an XLS will save it as an Excel file and will begin downloading on your computer.