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1. Complete the appointment.
2. From the Appointment Summary Report Emails window, select the Add Image Removed icon.
3. In the Create Contact window enter the following:
   • Contact Name (required)

   • Email (required) 

   • Role - You can select an existing role or add on-the-fly. 

   • Phone Number - The phone number field will automatically display the telephone format as you type the telephone number. If a user has an extension, "ext:" will populate after you've entered the 11th number. 

     Note
     You can only add one phone number to a new contact. Once you've synced the contact to the back office, you can add additional phone numbers.

     
     

   • Phone Type - If you select a Phone Type, the Phone Number field becomes required. 

4. Select Save. 

   Note
   Each contact must have a unique email address and phone number combination. If you enter a duplicate email/phone combination, you are prompted to discard or update the original entry with the new form field entries.

   
   

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You can add a new contact from the Locations window or the Service Call window by selecting the Contacts Image Removed Contacts tab icon.

1. Select Customers Image Removed and select the customer. Select Locations and then select the Location OR select Service Calls Image Removed, select the service call and select More.
2. Select Contacts Image RemovedContacts.
3. Select the Add Image Removed icon.
4. In the Create Contact window enter the following:
   • Contact Name (required)

   • Email (required) 

   • Role - You can select an existing role or add on-the-fly. 

   • Phone Number - The phone number field will automatically display the telephone format as you type the telephone number. If a user has an extension, "ext:" will populate after you've entered the 11th number. 

     Note
     You can only add one phone number to a new contact. Once you've synced the contact to the back office, you can add additional phone numbers.

     
     

   • Phone Type - If you select a Phone Type, the Phone Number field becomes required. 

5. Select the Save Image Removed iconicon.

   Note
   Each contact must have a unique email address and phone number combination. If you enter a duplicate email/phone combination, you are prompted to discard or update the original entry with the new form field entries.

   
   

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1. To edit an existing contact's name, email, and/or role, select the Edit Image Removed icon to the right of the contact name.
2. Edit the appropriate information.
3. To add a telephone number select Image RemovedAdd Phone and enter the Phone and select the Phone Type. The phone number field will automatically display the telephone format as you type the telephone number. If a user has an extension, "ext:" will populate after you've entered the 11th number. 
4. Select the Save Image Removed iconicon.

Editing a phone number

1. To edit an existing phone number, select the Edit Image RemovedEdit icon to the right of the phone number.
2. Edit the number and/or phone type. The phone number field will automatically display the telephone format as you type the telephone number. If a user has an extension, "ext:" will populate after you've entered the 11th number. 
3. Select the Save Image Removed iconicon.