The Records Management module of Loci is where users will create and maintain the four core types of records:
- Vendors
- Clients
- Agencies
- Contacts
The fourth link takes users to the Contacts screen
A search menu at the top of the page allows users to filter which Contact they are looking for
Next to each Contact First Name is an action button (three stacked dots) that gives the users options to Duplicate or Delete the Contact record
It's important to note that Records that are attached to a contract cannot be deleted
Export
On the right side of the menu, users can export their filtered list of Contacts as a CSV
Customize Columns
The Customize Columns menu allows users to rearrange the table columns using a drag-and-drop selection for the data types
Expand Table
The Expand Table button opens an inset window with a larger layout of the table
The Collapse Table button will return the screen to its previous view
Add Contact
Users can also choose to create a new contact record by clicking the Add Contact button
This opens the Add Contact menu into which the user can input all the required information to create a new Contact in the system
Once the required fields (signified by an *) have been populated, the user can click Save Contact and the Contact record will be created
To the right of this screen is an Action dropdown menu. The Action menu on this screen provides the same two functions as the mains screen Action menu: Delete and Duplicate
The record will also appear in the table on the Contacts main page
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