Differences

This shows you the differences between two versions of the page.

--- site [2023/06/20 08:49] – [Attachments] tim
+++ site [2023/06/21 10:42] (current) – external edit 127.0.0.1
@@ Line 8: / Line 8: @@
 ==== List View ====
-The Site List can be viewed by clicking on the Site option on the Nav Bar. From the list, you can either click the 'Add New Site'  button, or double click a Site record to load it. You can filter your results by using the column headers, advanced search, or by choosing to include Inactive Sites.
+The Site List can be viewed by clicking on the Site option on the Nav Bar. From the list, you can either click the 'Add New Site'  button, or double click a Site record to load it. You can filter your results by using the column headers, advanced search, or by choosing to include Inactive Sites. Sites that are inactive will show up in red, while sites that are on hold will have a 🛇 symbol next to the site number.
 {{ :sitelist.png?nolink&800 |}}
@@ Line 42: / Line 42: @@
 Once you have at least one Contact saved against the Site, they'll appear in the Contacts list. You also have the option to set one as the 'Main Contact' which will show them on the main Customer screen.
+Please note that in order for you to be able to send emails or SMS messages to any contacts, you must obtain permission under GDPR and tick the appropriate boxes for each contact individually.
 {{ :sitecontacttab.png?nolink&800 |}}