Contacts

General

With the Contacts module you keep an overview of the contacts in your company.

The Contacts module includes the Team Members and Contact List web part.

Note

In order to use the two web parts, API access must be approved. More information about this can be found here.

Team Members

With the help of the Team Members web part you can visualize the members of a team and create an overview of the people in your organization.

Add the web part to your SharePoint page and select Configure or edit a SharePoint page, hover over the web part and select Edit web part to configure the Team Members web part.

Data Source

The following options are available for Data Source:

• SharePoint List
  

  Select SharePoint List to create a new list to manage the entries of the Team Members web part or to select an existing SharePoint list.

  • Use Site URL to specify the relative path to the Site Collection where the list is located.

  • Select the desired list with SharePoint List or create a new list by clicking Create new list.

    Tip

    It is recommended to create a list or to select a list that was created with the Team Members web part, to ensure that the correct data structure is being used.

  • With Manage Field Mapping you can map the columns to a specific piece of information.

• Internal Properties
  

  With internal properties you can store the entries of the Team Members web part directly within the web part.

Management

In the Management section, you can edit the list of members being displayed in the Team Members web part.

• Click Manage Team Member Entries to add, edit or remove people.

  • Assign a role or job title to the person.

  • Distinguish between managers and members of a team.

  • Set the order of entries by dragging and dropping individual entries.

Display Settings

In the section Display Settings you can choose from different display options as well as configure the sorting.

Note

If you select User-defined for sorting, the entries will be sorted according to the order that you defined in the list.

Template Settings

In the section Template Settings, you can configure display settings and specify custom labels.

• You can define custom labels for the terms "Managers" and "Members".

• Furthermore, you can specify which information is displayed within the entries and which separator should be used.

Contact List

The Contact List Web Part offers the possibility to display contact information of people in your organization. With various filtering options you can lookup individual contacts easily.

Add the web part on your SharePoint page or edit a SharePoint page, hover over the web part and select Edit Web Part to configure the Contacts web part.

Apply Settings

In order to apply changes to the web part configuration, the changes have to be confirmed by clicking the "Apply" button.

Data Source

In the Data Source section, you can define from which service the images and other profile information should be loaded.

• Pictures
  It is possible to load the profile pictures from different sources or to deactivate them. The following selection options are available:

  • Microsoft Graph (Azure AD)
  • SharePoint User Profile Service
  • Disabled

• Profiles
  Defines the data source from which all other profile information is loaded. The following sources are available for selection:

  • Microsoft Graph (Azure AD)
  • SharePoint User Profile Service

Depending on the selected data source for Profiles, further settings are available in the Microsoft Graph Settings or User Profile Service Settings section.

General Setings

• With Link to Delve Profile it is possible to access the corresponding Delve profile by clicking on the profile pictures.

• With Show Overall Search an input field for searching all list columns is displayed.

  

• With Show Column Search a separate search field is available for each column.

  

• With Show A-Z Filter an A-Z filter is displayed, with which the list entries can be filtered by initial letter. The column to apply the A-Z filter can be configured in the detailed settings of the data source.

  

• Container Height offers the possibility to determine the display height of the contact list. All available CSS values can be entered.

  If the contact list is placed as a full page web part, the following expression can be used to utilize the full page height:
  calc(100% - 78px)

Microsoft Graph Settings

If the Microsoft Graph (Azure AD) data source is selected for the Profiles, the following additional settings are available.

• With Filter the list entries can be pre-filtered for certain properties, possibly to avoid incomplete user profiles in the results.

  • Has e-mail address - Excludes all entries without an e-mail address from the results.

  • Has phone number - Excludes all entries without a phone number from the results.

  • Show only internal users - Excludes all entries of external users from the results.

  • Hide disabled users - Excludes all entries of disabled users from the results.

• Under Custom Filter Query you can define your own filter rules for pre-filtering the results.

  Example: Department eq 'Marketing'.

  For more information on writing custom filters visit: https://docs.microsoft.com/en-us/graph/aad-advanced-queries

• Under Columns the columns can be added, removed and arranged. For adding, all fields offered by the data source are available for selection. Furthermore, it is possible to customize the translation and the appearance for each column.

  

• Under Default Sorting the default sort column and sort direction can be set.

  

• Under Column for A-Z Filter the column to which the A-Z Filter should be applied can be configured.

  

• Under Excluded Users you can specify users to be generally excluded from the results. The User Principal Name (UPN) must be specified as the value in each case, usually it matches the user's e-mail address.

  By clicking the Show all excluded users button, you can additionally display those excluded users that have been configured in the global settings.

  

User Profile Service Settings

If the SharePoint User Profile Service data source is selected for the Profiles, the following additional settings are available.

• With Filter the list entries can be pre-filtered for certain properties, possibly to avoid incomplete user profiles in the results.

  • Has e-mail address - Excludes all entries without an e-mail address from the results.

  • Has phone number - Excludes all entries without a phone number from the results.

  • Use HideFromAddressList - Excludes all users with the "HideFromAddressList" attribute set from the results.

• Under Custom Search Query own queries for retrieving the results can be defined.

  Example: Department:"Marketing"

  For more information on writing custom search queries visit: https://learn.microsoft.com/en-us/sharepoint/dev/general-development/keyword-query-language-kql-syntax-reference

• Under Columns the columns can be added, removed and arranged. The available columns are defined in the global settings. There you also have the possibility to adjust the translation and appearance.

  

• Under Default Sorting the default sort column and sort direction can be set.

  

• Under Column for A-Z Filter the column to which the A-Z Filter should be applied can be configured.

  

• Under Excluded Users you can specify users to be generally excluded from the results. The User Principal Name (UPN) must be specified as the value in each case, usually it matches the user's e-mail address.

  By clicking the Show all excluded users button, you can additionally display those excluded users that have been configured in the global settings.

  

Global Settings

The global settings can be accessed on the second page of the webpart settings pane or via the Platyno icon in the navigation bar, more information can be found here.

In the global settings of the Contact List web part there are setting sections depending on the data source.

• Microsoft Graph

  • Under Excluded Users you can specify users to be globally excluded from the results. The User Principal Name (UPN) must be specified as the value in each case, usually it matches the user's e-mail address.

• SharePoint User Profile Service

  • Under Excluded Users you can specify users to be globally excluded from the results. The User Principal Name (UPN) must be specified as the value in each case, usually it matches the user's e-mail address.

  • Furthermore, the Properties and their assignment to Managed Properties of the User Profile Service can be configured in order to be available as columns for the contact list. Also the translation and appearance of the columns can be customized.

Preset Overall Search

The Overall Search can be preset when calling a page. For this purpose the address must be extended by an URL parameter:

?ContactListSearch={search query}

The placeholder {search query} has to be replaced with the desired search term.

Example: https://contoso.sharepoint.com/sites/sitecollection?ContactListSearch=adele