Boards iOS Contacts

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

1. Tap the Section Menu button to open the section menu.

2. Tap the Contacts button. The section menu will close, and the contacts panel opens and display the combined list of all members who are in the same meeting groups as you.

3. Tap the Meeting Group icon to filter by board or committee.

4. Tap in the Search Bar and type 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. Selecting a member's name will display their relevant contact information.

7. To email a member, tap 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 tap the Email icon at the top of the contacts panel.

   Note

   Diligent Boards uses the device's built-in email application. This application must be set up in order to use email in Diligent 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, tap Edit.

      

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

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

   4. Tap Done to save your changes.