Implementation

Contact Management

The Contact Management screen in the LabLynx LIMS is similar to the screen in function and operation, but is limited to definition and management of persons in the system. It is usually used to define users who can access the web portal to submit test requests and/or view (their own) reports.

To View Contacts

1. Navigate to the Contact Management menu item.

Contact Mgt Menu

Contact Mgt Canna 1.png


2. The main screen displays the list of contacts currently defined in the LIMS. To view details, click the Full Name link for any contact.

Contact Mgt Canna 2.png


There are a number of fields to enter as much or as little information about the contact as desired. The only required fields by default are first and last name.


3. To view further details, click the appropriate item or edit link.


To Edit Contacts

Use the method described in To View Contacts above to open details of the entity you wish to edit. Make any changes necessary, using the Edit link or New New Button.jpg button for each to add new details,and click Save Save Button.jpg. Enter as much detail as necessary. Bold fields are required.


Portal Security

To set up a contact to use your web portal (if implemented), click the Portal Security Contact Mgt - Portal Security Button.png button.NOTE: The contact must have an email address entered, and be associated with a client entity in the Person Item section in order to use this function.

Creating a Portal User

Contact Mgt - Create Portal User.png


To Add Contacts

1. There are two ways to add new contacts (persons) to the system, either from the main Contact Management screen or from the Person Details screen (demonstrated above) for any existing contact.

New Contact Mgt Person List

Contact Mgt Canna 3 New Contact.png


New Contact - Person Detail

Contact Mgt Canna 4 New Contact.png


2. In either case, click the New New Button.jpg button. The unpopulated Person Details screen displays for you to enter information about the new contact.

Contact Mgt Canna 2.png

3. Enter as much detail as necessary. Bold fields are required. Upon saving, additional detail buttons are displayed so you can define other addresses, related items and files. Use the New New Button.jpg button for each to add new details, or Edit link to modify. When finished, click Save Save Button.jpg.

To Delete Contacts

1. Use the method described in To View Contacts above to open details of the entity you wish to delete.

2. Click the Delete Delete button (S).jpg button to delete this contact record.