Roster - Contacts and Staff

Introduction

The Roster is where all contacts and staff are listed. The Roster list Contacts, Clients, Associates, Friends, Family and Staff.

View Contacts

Zoom

The roster is where you will find all Contacts in the system both public and private. By default the Roster list all Contacts.

To view just your Contacts check the [ √ ] my contacts only checkbox.

You can Email a Contact from this list as well as make a VoiP calls using Ribbit, Skype or TringMe.

Double click a item to edit the Contact details.

Search Contacts

To search for a Contact enter the Contact's Last Name, Last Name and First Name separated by a space or a Phone Number with no formatting (including area code if you included area codes when creating Contacts).

Note, you do not have to type the entire Last Name, First Name or Phone number to begin a search. For example to find David Jones among 15 Jones' you could simply type "Jones D" of "J D". If you type a partial phone number include the area code.

Press the [enter] key to start the search.

IF YOU DO NOT ENTER A PHONE NUMBER HOUDINI ALWAYS SEARCHES LAST NAME FIRST.

You can search by first name only however. For example, to find all clients with the first name David type "*david" or "*dav".

View Staff

Zoom

The Staff tab is where you can view and search for Staff members. You can not add Staff members from the Roster.

Staff Members can only be added via the Organization manager.

1. Staff Members are listed by Division. If a Staff Member is online their name will appear in bold.

2. You can Chat with one or more Staff Members, send a Email or leave a Message. Messages can be sent regardless if a user is online or not.
Hold down the control/command key to select multiple Staff.

3. If a Staff Member isn't online you can click [ √ ] Notify to get an Alert when the Staff Member is back online.

4. If the selected Staff Member has added a Twitter account to their Profile you can view their Tweets here.

5. If the Staff Member is offline and has added a Away Message to their Profile you will see it here.