Accessing the Contacts module
To begin exploring the Contacts module in Centrik 5, navigate to the sidebar on the left, then click on the 'Contacts' module to access the contacts management area.
Once loaded, you will recognize a familiar looking list of names, the list of users that have been added to your Centrik system.
On this page, there are key differences to be aware of:
- All but one of the buttons that previously existed at the bottom of the page are now located at the top, as tabs.
- For example, Organisations, Departments, System-Wide Roles and Access Rights
- The only button that remains at the bottom, is the ‘Download’ button.
Furthermore, to declutter the screen, we have introduced a ‘Show settings’ button.
Selecting this will reveal an i-frame, containing a range of configuration options:
In Centrik 4, these settings were buttons that were always visible on the main contacts page.
The ‘+Add contact’ button has also moved. Formerly at the bottom of the page, now situated at the top, next to the search box.
It is important to highlight that whilst the positions of the buttons / features have moved, the functionality has not changed.
Selecting a contact
You will notice here that whilst the general layout remains the same, there are visual improvements to the interface.
In terms of functionality changes, you can now click directly on an editable field, rather than having to first click the ‘Edit’ button at the bottom of the page. Please note that you will see this functionality throughout Centrik 5, it is not limited to just the Contacts module.
Access Rights
Whether you are viewing access rights through a job role or an individual user, there are subtle improvements to make you aware of:
- Modules and subsystems are segregated in a clearer format, making it easier to distinguish between the modular access rights, versus the subsystem access rights.
Chosen Access Rights are now in a colour format, job role-based rights are highlighted in green (with the ‘R’ indicator), with individual user access rights now highlighted with a blue tick. A small improvement on the previous grey colour for both.
Again, you can click directly on a check box to start editing the access rights, instead of needing to first select the ‘Edit’ button.
Deleting
When it comes to deleting something, for example contacts or other things like roles or organisations, there are improved prompts. Instead of having a grey cross, we have introduced a more visual / colorful option.
There are also clearer deletion warnings. Deleting a contact now has a clear red button and centralized pop up, whereas before it could have been deemed less obvious.
Buttons in new locations
It is important to note that some of the important ‘Add’ buttons now have different positions. A good example of this is on the ‘Organisation Detail’ page, when adding a new Department.
Formerly, the ‘Add’ button was at the bottom of the list of departments on the left. Whereas now, the ‘Add’ button is located at the top of list of departments. A subtle change, but a good one to know about, especially if you have an extensive list of departments and roles!
Clearing the search filter
It is now super simple to clear the search field with the introduction of an ‘x’ indicator. Previously you would need to delete the data then click ‘Search’ again. A minor change, but a useful one nonetheless!
If you want to check out the high level details mentioned above then click the video to view.