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Click the "Contacts" menu item

In Mobility Tool+, click on the Contacts tab.

The list of contacts appears. The full list of project contacts entered in the application form will be visible here.

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Filter per organisation

On top of the contact list you can filter the contacts by organisation, using the available drop-down. Only contacts for the selected organisation will then be displayed in the list.

Click the "+Create" button

To add a new contact click on the +Create button.

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Fill in the details

The Contact Details screen opens. All mandatory fields are indicated with the message value required in an orange box.

Select the organisation

Select the organisation for which you want to enter the contact details from the drop-down list. This will affect the available active check boxes and the options for access of the contact person to the project.

Enter all mandatory details

After you selected the organisation, continue to provide all required details.

Depending on the organisation, you can select the Access to Project type for a contact. Click the specific radio button to allow Edit Access, View Access or No Access to the project details in Mobility Tool+.

In our example, No access to project is the only available option, which is automatically checked. 

Indicate "Preferred Contact", "OLS" contact and/or "Legal Representative"?

You have three check boxes available to indicate the role of the contact for the specific organisation.

• Preferred Contact:
  • If you select this radio button, the contact(s) will be marked as such in the organisation list as the preferred contact person(s) for that organisation.
  • The preferred contact will receive the automatic notifications when the project data is updated in the NA's Project Management System and resubmitted to Mobility Tool+ by the National Agency.
  • By default this is the project contact as outlined in the application form but may be changed to a newly created contact for the beneficiary organisation.
• OLS Contact:
  • Is available for information purposes.
  • Only a contact for the beneficiary or coordinating organisation can be indicated as an OLS contact.
• Legal representative:
  • This check box is not active.
  • Only once the contact is indicated in the NA's Project Management System as a legal representative, the box will be checked.
  • The legal representative details cannot be adjusted in Mobility Tool+ if from the applicant / coordinating organisation. To adjust the legal representative details please contact your National Agency.

Here two examples of the possible check boxes displayed:

Contact details are the "Same as Organisation"?

Click on Same as Organisation to copy the organisation address and phone details to the contact's details. If the address for the contact is different than the organisation one you can fill in the details manually.

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Click on "Save"

Once all information is entered, click the Save button to save the newly created contact.

The list of contacts will open again and the new contact is displayed.

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Editing a contact

Click on the pencil icon to edit a contact.

Deleting a contact

1. Click on the bin icon to delete a contact.
2. Confirm the deletion if you want to go ahead.
3. Another success message displays on top of your screen.
   
   

Contact information in the list of organisations

In the list of organisations (accessible via the Organisations tab) you have a column available displaying a small icon indicating how many contacts are registered for each organisation.

Clicking on the contacts icon will bring you directly to the contact list for the organisation.