5. Contacts =========== 5.1 Navigating to Contacts -------------------------- To access the "Contacts" section: 1. **Home Page**: Start from the |project_name| home page. 2. **Sidebar Menu**: Locate the sidebar menu on the left-hand side. 3. **Contacts Menu Item**: Click on the "Contacts" menu item to expand a dropdown menu. 4. **View Contacts**: Select "View Contacts" to open the contacts management page. 5.2 Viewing all Contacts -------------------------- On the "View Contacts" page, contacts are displayed in a table format, providing a comprehensive overview of all existing contacts. .. image:: /_static/en/view_all_contact.jpg :alt: Optional alt text for the image :align: center :width: 600px 5.3 Create Contact Form ----------------------- The **Create Contact** form allows users to add new contacts into the system. Below are the field descriptions along with their expected input values. .. image:: /_static/en/create_contact.jpg :alt: Optional alt text for the image :align: center :width: 600px Below are the field descriptions along with their expected input values: .. image:: /_static/en/table_contact.jpg :alt: Optional alt text for the image :align: center :width: 600px **Form Functionality** - This form is used to store detailed information about a contact. - Dropdown selections help streamline data entry and prevent errors. - Users can categorize contacts using tags for better segmentation. - The **Save** button finalizes the contact creation process. 5.4 Managing Contacts -------------------------- |project_name| CRM provides comprehensive functionalities to manage contacts effectively. **Creating a Contact** To add a new contact: 1. **Navigate to Contacts**: Click the **Contacts** button and expand the dropdown list. 2. **Create Contact**: Click the **Create Contact** button. 3. **Fill in Details**: Complete the fields in the form. 4. **Save**: Click "Save" to add the new **contact** to the system. **Viewing a Contact** To view details of an existing contact: 1. **Navigate to View Contacts**: Access the **View Contacts** page. 2. **Contacts Table**: Contacts are displayed in a table format with relevant details. 3. **View Icon**: Click the **View** icon in the Actions column corresponding to the desired contact to see detailed information. .. image:: /_static/en/contact_view.jpg :alt: Optional alt text for the image :align: center :width: 600px **Updating a Contact** To modify an existing contact: 1. **Navigate to View Contacts**: Access the **View Contacts** page. 2. **Edit Icon**: Locate the contact to be updated and click the **Edit** icon. 3. **Modify Details**: Make the necessary changes in the form. 4. **Save**: Click **Save** to apply the updates. **Deleting a Contact** To remove a contact from the system: 1. **Navigate to View Contacts**: Access the **View Contacts** page. 2. **Delete Icon**: Locate the contact to be deleted and click the **Delete** icon. 3. **Confirm Deletion**: Confirm the deletion when prompted to remove the Contact.