Contacts Management

Overview

The Contacts Management feature provides a comprehensive system for managing all contacts in SSAdmin. The table supports multiple variants to view different types of contacts including all contacts, event participants, taster class participants, admission applicants, and lead contacts.

Viewing the Table

To access the Contacts Management table:

1. Navigate to Backend from the main navigation
2. Click on Contacts from the backend menu
3. Select the appropriate variant/view based on the type of contacts you want to manage:
   • All Contacts - Complete list of all contacts in the system
   • Event Participants - Contacts registered for events
   • Taster Participants - Contacts registered for taster classes
   • Admission Applicants - Contacts who have applied for admission
   • Lead Contacts - Prospective contacts and leads

Table Columns

The columns displayed vary depending on the selected variant:

###All Contacts View

• S/N - Serial number for the current page
• Name - Full name of the contact
• Email - Contact's email address
• Phone - Contact's phone number
• Type - Contact classification or category
• Status - Current status of the contact record
• Created Date - When the contact was added to the system

Event Participants View

• S/N - Serial number
• Participant ID - Unique identifier for the participant
• Name - Participant's full name
• Email - Participant's email address
• Phone - Contact phone number
• Event Name - Name of the event they registered for
• Registration Status - Current registration status
• Registration Date - When they registered for the event

Taster Participants View

• S/N - Serial number
• Name - Participant's full name
• Email - Email address
• Phone - Phone number
• Course/Class - Taster class they registered for
• Status - Participation status
• Registered Date - Registration timestamp

Admission Applicants View

• S/N - Serial number
• Tracking ID - Unique application tracking identifier
• Name - Applicant's full name
• Email - Email address
• Phone - Contact number
• Program - Program applied for
• Application Status - Current stage of the application
• Application Date - When they applied

Lead Contacts View

• S/N - Serial number
• Name - Lead's name
• Email - Email address
• Phone - Phone number
• Source - How the lead was acquired
• Status - Lead status (new, contacted, qualified, etc.)
• Created Date - When the lead was added

Searching

Search functionality adapts to the current view:

• All Contacts: Search by name, email, or phone
• Event Participants: Search by name, email, or participant ID
• Taster Participants: Search by name, email, or course
• Admission Applicants: Search by name, email, or tracking ID
• Lead Contacts: Search by name, email, or phone
• Real-time search results as you type
• Search field placeholder text changes based on the active variant

Filtering

Advanced filtering options available through the filter dialog:

• Click the Filter button to open filter options
• Available filters vary by contact type/variant
• Common filter options include:
  • Status filters
  • Date range filters
  • Type/category filters
  • Source filters (for leads)
  • Event/program filters (for participants/applicants)
• Apply multiple filters to create complex queries
• Active filters display as removable tags below the search bar
• Clear individual filters or all filters at once

Actions

Standard actions available for all contact records:

• View (Eye icon) - Display complete contact details in a read-only dialog
  • Shows all contact information
  • Displays associated records (events, applications, etc.)
  • View history and activity logs
• Edit (Edit icon) - Modify contact information
  • Update personal details
  • Change status or classification
  • Add notes or comments
  • Update contact preferences
• Delete (Trash icon) - Remove contact from the system
  • Confirmation required before deletion
  • May affect related records
  • Consider archiving instead of deleting for data integrity

Sorting

Sortable columns vary by view but typically include:

• Name (alphabetical)
• Email (alphabetical)
• Created/Registration/Application Date (chronological)
• Status (when applicable)

Click column headers to toggle between ascending and descending sort order.

Pagination

Standard pagination controls:

• Items per page: 10, 20, 50, or 100
• Page navigation: First, Previous, Next, Last
• Current page and total pages displayed
• Total contact count shown in table title (varies by variant)
• Quick page jump via page selector

Permissions/Access

Access control for Contacts Management:

• Currently: Permission guards are commented out (under development)
• Planned permission: VIEW_CONTACTS for viewing contacts
• Additional permissions for create, edit, delete operations
• Variant-specific permissions may be implemented
• Contact system administrator for access issues

Screenshots

Common Workflows

Viewing Event Participants for a Specific Event

1. Switch to the Event Participants variant
2. Click the Filter button
3. Select the specific event from the event filter
4. Apply the filter to see only that event's participants
5. Export the list or take necessary actions

Following Up on Admission Applicants

1. Navigate to the Admission Applicants variant
2. Filter by application status (e.g., "Pending Review")
3. Click View on an applicant to see their full application
4. Review application details and supporting documents
5. Update status or add notes as needed
6. Move to the next applicant in the filtered list

Converting a Lead to an Event Participant

1. Go to the Lead Contacts variant
2. Search for the specific lead by name or email
3. Click View to confirm lead details
4. Note the contact information
5. Switch to Event Participants variant
6. Create new participant record using the lead's information
7. Return to leads and update the lead status to "Converted"

Managing Taster Class Registrations

1. Select the Taster Participants variant
2. Filter by course/class name
3. Review the list of registered participants
4. Export the list for class preparation
5. Update participant statuses after the class (attended, no-show, etc.)
6. Follow up with participants who showed interest

Bulk Contact Updates

1. Filter contacts in any variant to get your target list
2. Note the contacts that need updating
3. For each contact, click Edit
4. Make necessary changes (status, tags, notes)
5. Save changes
6. Move to next contact in the filtered results
7. Review updated records to confirm changes