Help25

Components Contacts Contacts

From Joomla! Documentation

Revision as of 07:00, 28 October 2012 by Tom Hutchison (talk | contribs) (added Contacts Help Screens category, will use bot for rest of the Contact Help Screens)

Overview

This screen is accessed from the back-end Joomla! administrator panel. It is used to manage contacts in your Joomla! website.

How to access[edit]

  • Select Components → Contacts → Contacts from the drop-down menu of the Joomla! Administrator Panel. You can also select the 'Contacts' menu link from the Category Manager: Contacts screen.

Description[edit]

The Contact Manager screen allows you to add contact information to your Joomla! site. You can enter information such as name, address, phone and e-mail. You can also link contacts to registered users. Afterwards, you can use the Menu Manager to create front-end links to the the contacts.

Screenshot[edit]

Help25-contacts-manager-screen.png

Column Headers[edit]

Click on the column heading to sort the list by that column's value.

  • Checkbox. Check this box to select one or more items. To select all items, check the box in the column heading. After one or more boxes are checked, click a toolbar button to take an action on the selected item or items. Many toolbar actions, such as Publish and Unpublish, can work with multiple items. Others, such as Edit, only work on one item at a time. If multiple items are checked and you press Edit, the first item will be opened for editing.
  • Title. The name of the item. For a Menu Item, the Title will display in the Menu. For an Article or Category, the Title may optionally be displayed on the web page. This entry is required. You can open the item for editing by clicking on the Title.
  • Linked User. The username this contact is linked to (if applicable).
  • Published. Whether the item has been published or not. You can change the Published state by clicking on the icon in this column.
  • Featured. Whether or not the item will be displayed in featured view. A blue circle with a white star inside means yes and a gray circle with a white dot inside means no.
  • Ordering. The order in which to display items. You can sort the list by order number by clicking on the Ordering label in the column heading. If the list is sorted by this column, you can change the order by clicking the arrows or by entering the sequential order and clicking the 'Save Order' icon. This is shown in the screen below.
    Help25-chunk-colheader-order-icons.png
    Note that the ordering is only defined within a single category. For this reason, it is easier to re-order the list if you use the Category filter to select one category.
  • Access. The viewing level access for this item.
  • Language. Item language.
  • ID. This is a unique identification number for this item assigned automatically by Joomla!. It is used to identify the item internally, and you cannot change this number. When creating a new item, this field displays 0 until you save the new entry, at which point a new ID is assigned to it.

List Filters[edit]

Filter by Partial Title[edit]

You can filter the list of items by typing in part of the Title or the ID number.

Chunk25:Listfiltering

Filter by State, Category, Access and Language[edit]

In the upper right area, above the column headings, there are four drop-down list boxes as shown below:

Help25-contacts-manager-filter-attributes.png

The selections may be combined. Only items matching all selections will be displayed in the list. Chunk25:Listfiltering Chunk25:Listfiltering Chunk25:Listfiltering Chunk25:Listfiltering

Number of Items to Display[edit]

Below the list you'll find:

Chunk25:Help screen list Display Count

Toolbar[edit]

At the top right you will see the toolbar:

Help25-Toolbar-New-Edit-Publish-Unpublish-Archive-Checkin-Trash-Options-Help.png

The functions are:

  • New. Opens the editing screen to create a new contact.
  • Edit. Opens the editing screen for the selected contact. If more than one contact is selected (where applicable), only the first contact will be opened. The editing screen can also be opened by clicking on the Title or Name of the contact.
  • Publish. Makes the selected contact available to visitors to your website.
  • Unpublish. Makes the selected contacts unavailable to visitors to your website.
  • Archive. Changes the status of the selected contacts to indicate that they are archived. Archived contacts can be moved back to the published or unpublished state by selecting "Archived" in the Select Status filter and changing the status of the contacts to Published or Unpublished as preferred.
  • Check In. Checks-in the selected contacts. Works with one or multiple contacts selected.
  • Trash. Changes the status of the selected contacts to indicate that they are trashed. Trashed contacts can still be recovered by selecting "Trashed" in the Select Status filter and changing the status of the contacts to Published or Unpublished as preferred. To permanently delete trashed contacts, select "Trashed" in the Select Status filter, select the contacts to be permanently deleted, then click the Empty Trash toolbar icon.
  • Options. Opens the Options window where settings such as default parameters or permissions can be edited.
  • Help. Opens this help screen.

Options[edit]

Click the Options button to open the Contact Manager Options window which lets you configure this component.

Help25-contacts-manager-options-contact.png

Buttons Common to All Tabs[edit]

Chunk25:Buttons Chunk25:Buttons Chunk25:Buttons

Contacts Tab[edit]

These settings apply for single Contact unless they are changed for a specific menu item or Contact

  • Choose a layout. Default layout to use for articles.
  • Choose Category. If 'Hide', the Contact Category will not show. If 'Show Without Link', Category will show as text. If 'Show With Link', Category will show as a link to a Single Category Menu Item.
  • Show Contact List. If 'Show', the user will be able to change which contact is shown by selecting a contact from a drop-down list of all contacts in the current contact category.
  • Display format. Determines the style used to display sections of the contact form.
  • Name. Show name of the contact.
  • Contact's Position. Show or Hide position.
  • Email. Show or Hide contact email.
  • Street Address. Show or Hide street address.
  • City or Suburb. Show or hide city or suburb.
  • State or County. Show or Hide state or county.
  • Postal Code. Show or Hide postal or zip code.
  • Country. Show or Hide Country.
  • Telephone. Show or Hide telephone number.
  • Mobile phone. Show or Hide mobile number.
  • Fax. Show or Hide fax number.
  • Webpage. Show or hide webpage.
  • Misc. Information. Show or Hide miscellaneous information.
  • Image. Show or Hide image.
  • Image. Choose the image file to use for the contact.
  • vCard. Whether or not to allow export to vCard format.
  • Show User Articles. Show User Articles::If this contact is mapped to a user, and if this is set to Show, then a list of articles created by this user will show.
  • Show Profile. Show Profile.
  • Show Links. Show Links.
  • Link A Label. An additional link for this contact.
  • Link B Label. An additional link for this contact.
  • Link C Label. An additional link for this contact.
  • Link D Label. An additional link for this contact.
  • Link E Label. An additional link for this contact.

Icons Tab[edit]

These settings apply for single Contact unless they are changed for a specific menu item or Contact

  • Settings. Choose whether to display icons, text or nothing next to the information.
  • Address Icon. Select the Address icon. If none selected, the default icon will be displayed.
  • Email Icon. Select the Email icon. If none selected, the default icon will be displayed.
  • Telephone Icon. Select the Telephone icon. If none selected, the default icon will be displayed.
  • Mobile Icon. Select the Mobile icon. If none selected, the default icon will be displayed.
  • Fax Icon. Select the Fax icon. If none selected, the default icon will be displayed.
  • Misc Icon. Select the Misc icon. If none selected, the default icon will be displayed.

Category Tab[edit]

These settings apply for Contact Category Options unless they are changed for a specific menu item.

  • Choose a layout. Default layout to use for articles.

Chunk25:Help screen component options Category Chunk25:Help screen component options Category Chunk25:Help screen component options Category Chunk25:Help screen component options Category Chunk25:Help screen component options Category Chunk25:Help screen component options Category

  • # Contacts in Category. Show or Hide the number of Contacts in category.

Categories Tab[edit]

These settings apply for Contact Categories Options unless they are changed for a specific menu item. Chunk25:Help screen component options Categories Chunk25:Help screen component options Categories Chunk25:Help screen component options Categories Chunk25:Help screen component options Categories

  • # Contacts in Category. Show or Hide the number of Contacts in category.

List Layouts Tab[edit]

These settings apply for Contact List Options unless they are changed for a specific menu item. Chunk25:Help screen component options ListLayouts Chunk25:Help screen component options ListLayouts

  • Position. Show or Hide a Position column in the list of Contacts.
  • Email. Show or Hide an Email column in the list of Contacts.
  • Phone. Show or Hide a Phone column in the list of Contacts.
  • Mobile. Show or Hide show a Mobile column in the list of Contacts.
  • Fax. Show or Hide a Fax column in the list of Contacts.
  • City or Suburb. Show or Hide a City or Suburb column in the list of Contacts.
  • State. Show or Hide a State column in the list of Contacts.
  • Country. Show or Hide a Country column in the list of Contacts.

Chunk25:Help screen component options ListLayouts Chunk25:Help screen component options ListLayouts

Form Tab[edit]

These settings apply for single Contact unless they are changed for a specific menu item or Contact.

  • Show Contact Form. Show or Hide contact form.
  • Send Copy to Submitter. Hide or Show checkbox to allow copy of email to be sent to submitter.
  • Banned Email. Email addresses not allowed to submit information with the contact form.
  • Banned Subject. Subjects not allowed in contact form.
  • Banned Text. Text not allowed in contact form body.
  • Session Check. Check for the existence of session cookie. This means that users without cookies enabled will not be able to send emails.
  • Custom Reply. Turns off the automated reply, allowing for Plugins to handle integration with other systems.
  • Contact Redirect. Enter an alternative email address, where information will be sent to.

Integration Tab[edit]

These settings determine how the Contact Component will integrate with other extensions. Chunk25:Help screen component options Integration Chunk25:Help screen component options Integration

Permissions Tab[edit]

This screen allows you to set the component permissions in Joomla. This is important to consider if you have sites with many different user categories all of whom need to have different accessibilities to the component. The screenshot below describes what you should see and the text below that describes what each permission level gives the user access to:

Help25-components-contacts-options-permissions.png

You work on one Group at a time by opening the slider for that group. You change the permissions in the Select New Settings drop-down list boxes. The options for each value are Inherited, Allowed, or Denied. The Calculated Setting column shows you the setting in effect. It is either Not Allowed (the default), Allowed, or Denied. Note that the Calculated Setting column is not updated until you press the Save button in the toolbar. To check that the settings are what you want, press the Save button and check the Calculated Settings column.

The default values used here are the ones set in the Global Configuration Permissions Tab

Access Administration Interface
Open the component manger screens

Chunk25:Help screen component options permissions columns manage

Create
Create new objects in the category
Delete
Delete existing objects in the category
Edit
Edit existing objects in the category
Edit State
Change an objects state (Publish, Unpublish, Archive, and Trash) in the category.
  • Edit Own. Grants users the right to edit any content they submitted in this extension.

There are two very important points to understand from this screen. The first is to see how the permissions can be inherited from the parent Group. The second is to see how you can control the default permissions by Group and by Action. This provides a lot of flexibility. For example, if you wanted Shop Suppliers to be able to have the ability to create an article about their product, you could just change their Create value to "Allowed". If you wanted to not allow members of Administrator group to delete objects or change their state, you would change their permissions in these columns to Inherited (or Denied). It is also important to understand that the ability to have child groups is completely optional. It allows you to save some time when setting up new groups. However, if you like, you can set up all groups to have Public as the parent and not inherit any permissions from a parent group.

Toolbar Links[edit]

At the top left, above the Filter, you will see the following two links:

Help25-contacts-manager-links.png

  • Contacts. This link takes you to the screen you are currently on.
  • Categories. Click this link to go to the Category Manager: Contacts screen.

Quick Tips[edit]

  • You need to add at least one Category for your Contacts before you can add your first Contact. Categories are added using the Category Manager: Contacts screen.

Related Information[edit]