Click the "Contacts" menu item

In Mobility Tool+, click on the Contacts tab. The full list of project contacts is displayed. If the project is new, only the applicant organisation contacts as provided in the Web Application Form are available.

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.

Note: For ESC31 projects, only the applicant organisation is displayed in the drop-down list, as this key action only allows one organisation per project.

Click the "+Create" button

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

<div class="page-break-ruler"></div>

Fill in Contact details

The Contact Details screen opens. All mandatory fields are indicated with the message value required in an orange box. The values cannot be saved button is inactive. It will change to Save once all mandatory information was provided.

Select the organisation

Select the organisation for which you want to enter the contact details from the drop-down list. Applicant and Partner organisations of the project are displayed.

Should the organisation for which you want to add a contact not be visible, you have to create it first. See ESC MT+ Manage organisations.

Enter all mandatory details

After you selected the organisation, continue to provide all required details, such as Name, Surname, Title and more.

Indicate if contact is "Preferred Contact"

You have two check boxes available to indicate the role of the contact for the specific organisation of which the Legal Contact box is inactive.

• 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.
    
    
• 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+. To adjust the legal representative details please contact your National Agency.
    
    

Allow access to the Project?

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+.

Info
title Information
A contact person with edit access has all rights to update the project. The beneficiary remains responsible of granting edit access to users.

Contact details are the "Same as Organisation"?

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

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.

<div class="page-break-ruler"></div>

Editing a contact

Click on the pencil icon to edit a contact.

Info
title Information
Project contacts can also be updated in Mobility Tool+ after project finalisation by the National Agency. The new contact person will be able to view the details of the project.

Deleting a contact

Click on the bin icon to delete a contact. Confirm the deletion if you want to go ahead.

Note
title Take note
The legal representative cannot be deleted.

<div class="page-break-ruler"></div>

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 this icon will bring you directly to the contact list for the specific organisation.

Note: If the column Contacts is not displayed in the list view, you can add it. See Add/Remove columns in Mobility Tool+.