The contacts tab discloses an overview of all persons added to your system.
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- To view a contact profile, click on their name.
- Here, you can see all lists and contact groups allocated to that person. For further details of the list, press view details.
- On this screen, click the checkbox at the top of the page to show them as a suggestion when adding persons to lists. Uncheck the box if you don’t want this to happen.
- Use the export option to make an export of the contact details. This will generate a PDF formatted file.
Create a contact group
Contact groups can be used to include a group of people in a list in InsiderLog, instead of entering their email addresses one by one each time you open a new list.
- Click the create new group button at the top right of the page.
- Input a name for the group.
- Add the email addresses of those you want to add to the group.
- Once you have added the name of the group and added the members, press add to proceed.
Manage your contact groups
- Find the contact group you want to manage by
- Using the search tool at the top of the page
- Press group and choose the group from the drop-down options
- From here, you will see all members of the group. If you want to remove someone from the group, press group settings next to their name and uncheck the group from the drop-down.
You may also add the person to other groups by checking options from the same list. - Press proceed to save your changes.
- If you want to delete the group, press remove group.
Note that you cannot delete a contact from the system if the person is or has been added to an insider list. Data related to insider information must be stored for five years according to MAR.