Contacts
Overview
Contacts in CE One Source are **WordPress user accounts** on the subsite (residents, building admins, staff, subcontractors). The **All Contacts** area lists these users; staff use it to register new people, open a contact profile, and manage related records (units, relationships, pets, vehicles, addresses, preferences, and more depending on enabled features and roles).
Access is role- and capability-based (for example `client_admin` and module flags). Some sites use a **Plan Warrantee** variant of the contacts UI.
How to Create
A directory of important contacts, including staff, departments, and external service providers. ...
How to Update
1. From All Contacts, locate the person (search, filters, or pagination as provided). 2. Open ...
Basic field information (New Contact modal)
Field label (UI) Purpose Username Login identifier; must be unique. First Nam...