Managing Boards iOS Contacts

Viewing and managing contact details, including the ability to email members, can be done from the Contacts section.

  1. Select the Navigation menu icon to display the main menu.

  2. Select Contacts. A list of all members who are in the same meeting groups as you is displayed.

  3. Select the Meeting group icon to filter by board or committee.

  4. Use the Search field to find a member's name.

  5. The contacts list can be filtered by board members or company-affiliated members, which includes administrators, executives, and visitors.

  6. Select a name to display their relevant contact information.

  7. To email a member, select their associated email link in the contact details panel and use the window that appears to type and send the message.

  8. To email all board members associated with a specific meeting group, select the board or committee from the meeting group filter (step 3), and then select the Email icon at the top of the contacts panel.

    Note

    Boards uses the device's built-in email application. This email application must be set up to use email in Boards.

  9. To edit your contact details, select your name in the contacts list. An icon appears next to your name to identify you as the user currently logged in.

    1. With your name selected in the list, select Edit.

    2. Select Add photo to take a new photo using the device's camera, or to choose an existing photo.

    3. Select any detail's field to edit that detail. Some details, like first and last name, may only be edited by your administrator.

    4. Select Done to save your changes.