Contact list

Created by Louise Persson, Modified on Wed, 23 Oct, 2024 at 12:37 PM by Louise Persson

TABLE OF CONTENTS


Accessing the Contact List:
To locate the contact list, follow these steps:

  1. Go to the "Communication" menu.
  2. Click on "Contact List."

In the contact list, you can find contact details of employees within the organization. Additionally, you can send SMS and emails to one or more individuals from here.


Note: SMS messages have a cost of 0.25 DKK each.


Access to the contact list is permission-based. Depending on your permissions, you can enable or disable certain functions.

Permissions are assigned to employee groups. For more information, see the "Create an Employee Group" section. 


Permissions

Permissions related to the contact list: 

  • Contact List: See 
    • Grants access to view the contact list via the "Communication" > "Contact List" menu. 
    • The visibility of employees in the contact list is determined by the organizational hierarchy. 
  • Contact List: See all regardless of hierarchy
    • When enabled, this permission allows the employee group to see all employees in the organization, without any hierarchical restrictions.
  • Contact List: Send Email 
    • Allows sending emails to employees directly through the contact list. 
  • Contact List: Send SMS 
    • Allows sending SMS messages to employees directly through the contact list. 
    • Note: SMS messages cost 0.25 DKK each.
      
  • Master Data: See others
    • When enabled for an employee group, this permission allows access to view private email addresses and mobile phone numbers of employees through the contact list. 
    • This permission also grants access to view an employee's core data on their profile. Since this data is already available elsewhere in the system, it becomes visible in the contact list as well. 

Filter

The contact list allows you to filter through employees by clicking the green search icon.

When the filter opens, you can search using the following criteria:

  • Employee's full name. 
  • Specific divisions. 
  • Skills.
    • Filter employees based on specific skill sets. 
    • Read more about skills here.
  • Mobile phone number. 
  • Email

Send Email

To send an email to one or more employees, click the "@" icon under options. You don't need to select a specific employee right away, as you can add or remove employees in the next step.

Clicking the "@" icon opens a pop-up window with two tabs: "Email" and "Employees." If you need to send the email to people outside the organization, you can enter their email addresses under "To," "CC," or "BCC."

Employees within the organization can be added or removed in the "Employees" tab. To send an email to an entire employee group, click "To," "CC," or "BCC" to select them all at once.


You can only toggle the selection on in this way. If you need to deselect them, you must do it manually.


In the email, you can either upload a file from your computer or type directly into the text field. Don't forget to give your email a subject. 


Send SMS

Note: SMS messages cost 0.25 DKK each.


To send an SMS to one or more employees, click the SMS icon under options. Again, you don't need to select a specific employee immediately, as you can adjust the recipients later. 


If an employee has not provided a phone number, the SMS icon will not be clickable in the contact list.


Clicking the SMS icon opens a pop-up window with two tabs: "SMS" and "Employees." If you need to send a message to people outside the organization, enter their phone numbers by including the country code and mobile number. If additional fields are needed, click the green "+" icon to add more boxes.

Employees within the organization can be selected or deselected in the "Employees" tab.

To send an SMS to an entire employee group, click "To" to select them all at once.


You can only toggle this on. If you need to remove them, you must manually deselect them.


Write your message in the text field. At the bottom right, you’ll see the character count of your SMS and how many messages it corresponds to. 


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