Introduction


The Address book is a new feature in the ecratum application. The Address book is populated by contact information from connected companies and your company. This feature was created to facilitate and achieve a better communication between the users involved inside ecratum and it also provides a navigation tool to the Messenger platform where you can send direct messages to your contacts.


This feature was created to facilitate and achieve a better communication between the users involved inside ecratum. Also it provides a navigation tool to the Messenger platform where you can send direct messages to your contacts.


Main Features

  • You can filter through your contacts.

  • You can view contact details of connected companies.

  • You can view contact details of users from your same company.
  • Easy navigation to the messenger. 

 


Where can I find the Address Book?


The address book can be found on the sidebar menu under the "Business Partners" category.

 



Where can I find the filter?

 

The filter allows you to search through the populated contact list in the grid view. The filter option can be located on the top right side of the gridview.




What can I filter?



The Address book feature gives you an easier and efficient way to filter through your contact list using a live searcher.  As you start typing, the searcher will begin to narrow your results. A user can filter for the following fields:

  • Name

  • Company

  • Department

  • Position




 

Navigate through the Address book 



The Address Book contains two different tabs (Business Partners & Company Contacts) where you can find contact information from users belonging to other companies or contact information from users belonging to your same company.


On the business partners tab, a list of companies will be shown, sorted in an alphabetical order.


When you click on the collapsible panel of a company, the list of the contacts information of users belonging to this company will drop-down.


The Address book will display the following information:


- Full name

- Email

- Work phone

- Position 

- Department 


At the end of the row, is an "Action" button that allows you to send a direct message to the contact via ecratum Messenger.


When you click on the name of a contact, a contact card will appear with more information about the contact. 


NOTE: If a user has decided not to make public his/her contact information, their contact information will not be displayed.


The Company contacts tab will have the same functions as the Business Partners tab. However, your information will remain visible for people belonging to your company.









How can I Opt-out of the Address Book ?


The address book provides an opportunity to "opt-out" if you decide to not disclose your private contact information to users within connected companies.


Steps to make your contact information private.



1. Click on the user menu located on the top right corner of the app.

2. Click on "My Profile" option from the menu.

3. On "My Profile" page, uncheck the box to stop sharing your contact information.

4. Your contact information will not be longer visible to connected companies but will remain visible for users in your company.





Note: By default, your contact information is visible to users connected yo your company, until you decide to opt-out.