Page Comparison

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1. In Microsoft Dynamics GP, choose Inquiry > Service Management > Mobile Contacts.
2. The Mobile Contacts window displays contacts added in MobileTech.
3. The following information displays:
   • Customer
   • Location
   • Contact Name
   • Phone Number
   • Phone Type
   • Email Address
   • Role - If the technician created a new role , you can edit for the contact, an error message "Contact Role Type Invalid" displays in the Error Message field. To clear the message, do one of the following options, followed by choosing the Redisplay button:
     • Clear the role field by highlighting the field contents and pressing Delete on your keyboard.
     • Edit the role name in the field to match an existing role
     or you can add the
     • .
     • Add the new role by marking the Contact check box and then selecting the Role zoom to open the Role Type Setup window. The message "This role type does not exist. Do you want to add it?" Mark Yes, enter a description, and then choose Save. Close the Role Type Setup window.
     The error message is cleared from the Mobile Contact window.
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     • Choose an existing Role Type by marking the Contact check box and then selecting the Role Type lookup to open the Role Type Lookup window. Select the Role Type and then choose Select. 
   • Created User - Technician who added the contact.
   • Contact ID
   • Phone ID
   • Error Message
4. In the Mobile Contacts window, you can process the contacts individually by marking the contact check box and then choosing Process or you can choose the Mark All button and then choose Process to add all the contacts. Contacts will no longer display in the Mobile Contacts window once they are added to Signature.

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