Content Manager 25.1 Content Manager

# Attached Contacts shortcut menu

The right-click commands specific to attached Contacts from attached Contacts windows and dialogue boxes:

- New Contact - attach a new contact to the selected record.

  See Attaching a Contact.

- Make Primary - turns the selected Contact into the primary Contact. If there is already a primary Contact attached, it will be changed to an Other Contact.

  See Attaching Contacts as a primary Contact.

- Remove Contact - removes the selected Contact.

  See Removing attached Contacts.

- Properties - views the contact details and modify them by using the Details button.

  See Viewing attached Contacts' details.

- Change Location Type - allows users to change the Type of Location - the options are organisation, Person, Position, Group, Project Team, Committee, Venue, Workgroup

  It is also possible to change the Internal flag. This command is supported in tagged mode.

  NOTE: The change to a location are implemented immediately. If you cancel out of the Record Contacts page the changes will not be reverted.

  See Removing attached Contacts.

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Version 25.1 | Last updated January 2025
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Product: Content Manager 25.1

Topic Title: Attached Contacts shortcut menu