The illustrations in the provided Wiki pages are for consultation purpose only and may not always reflect the latest implementation.
This page explains how to add, update and delete contacts for a project in Beneficiary module.
In your project, click on Contacts in the Content menu. The Contacts screen displays.
A Search filter is also available. You can narrow down the list of contacts using the filter, for example by searching for a contact via their first or last name.
At least two contacts for the Beneficiary organisation will be available in the list by default, the Contact Person and the Legal Representative of the project as submitted with the related Application form.
If other contacts are required to have access to the project, the existing beneficiary user(s) can add them.
The contact list has the following functionalities:
Sorting by column: by clicking on a column header (1st click ascending, 2nd click descending, 3rd click off). An arrow indicating the current sort sequence is displayed next to the selected column header.
Browsing: use the browsing options below the list to change the display of items per page and/or the arrows to view more results.
Horizontal and vertical scroll bars: move from left to right and top to bottom to view all data in the table.
Export button: to export the list of contacts. (not yet available)
Click on the Add contact button.
The Contacts screen opens. Here you have to provide all required information.
All mandatory fields show the message value required and a red asterisk (*).
Some fields have a character limit, indicated by the number displayed in the right top corner of the specific field. The character counter will count down as you type. Once 0 is reached, the number displays in red and no more characters can be added.
Use the available scroll bars to access all fields to be completed.
The Back to list button allows you to return to the list of contacts. The Save button is disabled until all mandatory information is provided for the contact.
Click on the Organisation drop-down box and select the organisation for which you want to fill in the contact details. All organisations available in the project are available for selection.
The role of an organisation in your project affects the contact's access to the project as well as certain options you can check in relation to the contact person.
After you have selected the organisation, continue to provide all required details.
Take note of the following rules for contacts in Beneficiary module:
Fill in the available fields:
The Save button in the bottom right corner of the screen becomes available when all mandatory information is filled in. Click on the Save button to save the contact details. A success message displays.
The newly added contact is displayed in the list. The role in the organisation and the project access level are indicated in the respective columns.
If you want to make changes to a contact's information, click on the Edit (pencil) icon.
It is only possible to edit contacts that you have created in My projects.
You can update all information for a contact, with the exception of the Legal representative check box.
Make the required changes for the contact person. Click on the Save button to save the changes.
A success message is displayed. The contact information is updated. You are redirected to the Contact list.
To remove a contact from the list, click on the Delete icon. The contact is deleted immediately (no confirmation required) and a success message is displayed.
The list of contacts belonging to the Beneficiary organisation must include at least one contact flagged as the primary contact at so that automatic notifications can always reach a valid recipient.
The list of contacts belonging to the Beneficiary organisation must include at least one contact with full access to the project.
Email notifications are sent to added contacts