Creating a contact list
You can create a default contact list, which is automatically assigned to each newly created theft report. Individuals on this list will receive an email notification when the status of a theft report changes. Note that individuals on the contact list are not required to be users of the Secure Endpoint Console.
Contacts can be active or inactive. To stop sending email notifications to the individual, you can deactivate a contact.
While users are creating a theft report, they can click a Investigation Report Contacts link to view the individuals on the default contact list.
To manage contacts in the Contact List area, your user role needs to be granted Manage permissions for Investigation Contact. System Administrators and Security Administrators are granted these permissions.
To view contacts in the Contact List area, your user role needs to be granted View permissions for Investigation Contact. All default roles are granted these permissions.
To access the contact list:
- On the navigation bar, click > Contact list.
- [Optional] To refine the contact list to show only active contacts, click the Show inactive checkbox to clear it.
- To search for a contact, enter all or part of the individual's name or email address in the Search field.
- To see a more simplified view of the contact list, you can hide some of the contact information. To collapse each contact, click . Click to expand them again.
To add a contact to the list:
- On the navigation bar, click > Contact list.
- Click Add contact to open a dialog.
- [Optional] Click Add description… and enter a description for this contact.
- Add the individual's contact information to the applicable fields.
- [Optional] Click the Note field and add additional information about this contact.
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To indicate that this contact should receive email notifications related to the payout of a Service Guarantee, select the Service Guarantee Contact checkbox. Note that you can specify only one Service Guarantee Contact.
NOTE Depending on the Absolute product licenses associated with your account, the Service Guarantee, and therefore this option, may not be applicable.
- To activate the contact now, leave the slider near the top of the page set to Active (green). To activate it later, click the slider to set it to Inactive (gray).
- Click Save.
The contact is added to the contact list.
To edit a contact on the list:
- On the navigation bar, click > Contact list.
- Search for the contact that you want to update.
- Click the contact name to open it in the Edit contact dialog.
- Edit the individual's contact information as required.
- Click Save.
The contact is updated.
Contacts can be either active or inactive. Inactive contacts remain in the system, but they do not receive email notifications. From time to time, you will need to update the activation status of the contacts in your list. For example, you may want to deactivate a contact if their role changes or they leave your organization.
To change the activation status of a contact:
- On the navigation bar, click > Contact list.
- Search for the contact that you want to update.
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Do one of the following:
- To activate an inactive contact, click the contact's slider to set it to Active (green).
- To deactivate an active contact, click the contact's slider to set it to Inactive (gray).
You can export the contact list in CSV, Excel, or XML format.
To export the contact list:
- On the navigation bar, click > Contact list.
- Click Export.
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Click the field under Format and select one of the following options:
Option Description CSV (.csv) with column names Exports the report (including column headers) in Comma Separated Values (.csv) file format CSV (.csv) without column names Exports the report (excluding column headers) in Comma Separated Values (.csv) file format Excel (.xlsx) Exports the report (including column headers) in Microsoft Excel Open XML Spreadsheet (.xlsx) file format
NOTE If the report contains more than 1 million rows, select the CSV format. Reports of this size are not supported in Excel.
XML (.xml) Exports the report in Extensible Markup Language (.xml) file format - Click Export.
The contact list is downloaded in a file named Investigation Report Contacts_yyyy-mm-dd-hh-mm.<file extension>.
To ensure that contact information for closed theft reports is retained, you cannot delete a contact. To stop sending email notifications to an individual, deactivate the contact.