Note: The Key Contact widget is optional and not added automatically to your dashboard. Please get in touch with our support team if you would like this widget added to your dashboard.
Put any important contacts front and centre on the Dashboard by using the Key Contacts widget. This displays their name, job title and workplace/location, as well as a contact card when their picture is clicked on. The details displayed on the contact card are the same as those listed in the Staff Directory.
To add people:
- Click the ellipses (three dot menu) on the dashboard widget and then on to Manage Key Contacts
- On the pop-up, click the Add New button, start typing the user's name then select them from the drop down menu, then click the tick box to save
- Add as many contacts as you like, then click Close
- By default, the widget is named "Key Contacts" but you can rename it by going to System Settings > Key Contacts module settings
- Ensure the proper roles can see the widget by adding them via System Settings > Key Contacts > Permissions tab