Contact Lists

Each portal comes with a Contacts folder designed to store contact information for the site. Contact information can be address information, and organization and committee membership details for individuals related to a study or project. Contacts do not have to be users of the site who have usernames and passwords to access the site.

• Contacts Folder Settings - Instructions for setting the names and values of the associated fields, and the appearance of the contact list.
• Add New Contacts - Instructions for adding new contacts to the portal.
• Create Distributions Lists (Contact Display) - How to define subsets of the main contact list.
• Download Contact Information from the Portal - How to download full or individual contact listings.
• Email Contacts - How to email individual or groups of contacts.
• Register a Contact as a Portal User - A shortcut to register a contact as a user or to link a contact to an already registered user.
• Import Contacts - How to import contacts from a csv file.

Using the Filters to Find People or Groups

To quickly find a single person or group of people within a large contact list, use the filters located at the top of the page to search on:

• Name – Enter a name or select from the drop-down menu.  This is useful for locating a person within a multiple-page contact list.

• Category – Select a category like an organization or institution to find all the contacts who belong to that category.

• Groups – Useful for finding all the contacts assigned to a particular working group or committee.

• Job Titles – Select a job title to find all contacts with that job title.

When one or more filtering categories is selected, the search result shows only contacts that meet the specified criteria.

The filters to display are available and set in the Contacts folder's edit form.  If desired, the filters can be hidden partially or completely.