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Contacts

The Contacts section manages the people associated with customers and sites monitored by XAUTOMATA. Use it to maintain a directory of technical, operational, and administrative contacts for each organization.

Opening the Contacts Section

From the main navigation menu, go to Customers → Client Repository → Contacts.

The interface opens with a pre-filter dialog. Fill in one or more fields to narrow the search, then click APPLY.

Filter field Description
Name First or last name of the contact
Surname Last name
Company Organization the contact belongs to
Email Primary or secondary email address
Status Active or Disabled

Leave all fields empty and click APPLY to load all available contacts.

Contacts pre-filter

Fig.1 - Contacts pre-filter dialog

Contacts Table

After applying the filter, the results appear in a table where each row represents a contact.

Typical columns include:

  • Name and Surname
  • Company
  • Email
  • Phone
  • Status

Contacts table

Fig.2 - Contacts results table

Contact Details

Click the search icon (🔍) on any row to open the contact record.

The CRUD dialog displays the full set of information for the contact:

Field Description
Name First name
Surname Last name
Qualification Role or job title
Company Organization
Department Internal department or team
Email Primary email address
Email 2 Secondary email address
Mobile Mobile phone number
Phone Office phone number
Status Active or Disabled
Notes Optional notes

From this dialog you can:

  • edit the contact information
  • duplicate the record
  • delete the record

Contact detail dialog

Fig.3 - Contact detail dialog

Creating a New Contact

To add a new contact, click NEW in the top-right area of the contacts table.

Fill in the fields in the CRUD dialog, then click SAVE CHANGES.

Note

At minimum, fill in Name, Surname, and Status. Email and phone fields are optional but recommended to make the contact useful for operational purposes.

Connections View

Click the link icon (🔗) on any row to open the Connections View for that contact.

This view shows the entities the contact is linked to, organized in tabs:

Tab Description
Customers Organizations this contact is associated with
Sites Sites this contact is responsible for

Contact connections view

Fig.4 - Contact connections view

Linking a contact to a customer or site

  1. Open the Connections View for the contact.
  2. Select the Customers or Sites tab.
  3. Click ADD to create a new link.
  4. Select the target entity from the list.
  5. Specify the relationship type to describe the contact's role (for example: Technical Manager, Service Contact, Escalation Contact).
  6. Click SAVE CHANGES.

To remove an existing association, select the row in the connections tab and click DELETE.

Warning

Removing a link does not delete the contact record — it only removes the association with that customer or site.

Note

Contacts can also be linked from the customer or site side. See Customers and Sites for details.