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Contacts added in MobileTech synchronize to Signature where the back office will review and process.toc

Creating a new contact from Report Emails

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1. Complete the appointment.
2. From the Appointment Summary Report Emails window, select the Add 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. 

     NoteYou 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. 

   NoteEach 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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Creating a New Contact from Locations or Service Call

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1. Select Customers and select the customer. Select Locations and then select the Location OR select Service Calls, select the service call and select More.
2. Select Contacts.
3. Select the Add 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 icon.

   NoteEach 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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Editing an existing contact name, email, and/or role

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