Using Contact Lists as an Admin Follow

Introduction

This article provides step-by-step instructions for creating, editing, and managing Contact Lists.

Note: When a user is granted Administrative permissions, they will be able to edit Post-specific information in the Contacts menu and Administration menu. These menus are used to edit essential information for Employees and Contacts, as well as the administrative details of a Post or Mission. To access Contact Lists, select the Contacts drop-down menu.

Managing Contact Lists

Navigate to Contacts > Manage Contact Lists.

The Manage Contact Lists page will display all existing Contact Lists, including their name, status, number of items, created by.

On this page, administrators can perform a variety of tasks, including:

• Editing and adding new Contact Lists for a Post or Mission.
• Switching between Card View and List View for easier visualization.
• Exporting lists in various formats, such as Excel, CSV, or copying them directly to the clipboard.
• Using the Search Bar to quickly locate a specific Contact List.
• Performing additional actions like editing, publishing, copying, or deleting a list by selecting the ellipsis (…) options menu.

Creating a New Contact List

To create a new Contact List, click the + Create New button in the top-right corner.

On the Create New Contact List page, fill in the following fields.

• Name: Enter a descriptive name for the Contact List.
• Access: Select the desired status.
• Sort Order Options: Define how contacts will be grouped and ordered, such as:
  • Grouped by Section Heads (bold) and sorted alphabetically, or
  • A Custom Order for Employees and Sections.
• Hide Country Code: Toggle this option if country codes should be hidden in phone numbers.

Add Contacts to the List

Use the + Add Employees button to add employees or contacts to your list.

Use the available options to select one or multiple employees.

Once employees are added, users can:

• Edit each Contact: Click the Edit button to modify contact details.
• Adjust the List Order: Use the available tools to reorder the contacts.

After editing, select OK in the Edit Char Node Options modal. The updated Contact List, including additions and adjustments, will appear.

Once all details have been entered and contacts added, click the Save Changes button in the top-right corner.

Editing an Existing Contact List

On the Manage Contact Lists page, locate the Contact List you want to edit and click the Edit icon (pencil icon) next to its name.

Modify the necessary details, add or remove contacts, and adjust the order.

Once changes are complete, click Save Changes to update the list.

Additional Options

Publish or Unpublish a List

Toggle the Access settings between “Published” and “Unpublished” based on visibility needs.

Delete a Contact List

To delete a Contact List, click the ellipsis (…) button and select Delete. Confirm the deletion when prompted.

For additional help, please contact ADG Support by selecting the ‘Submit a request’ button at the top of the page or by emailing adg-support@state.gov.
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