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Creating a

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New Contact from Report Emails

After completing an appointment, the Appointment Summary Report Emails window displays a list of contact names and email addresses. If a contact does not have an email address, Missing Email is shown. Although contacts may have telephone numbers associated, this list only displays the contact's email addresses.

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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. 

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

5. Select the Save icon.

Editing an

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Existing Contact Name, Email, and/or

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Role

1. To edit an existing contact's name, email, and/or role, select the Edit icon to the right of the contact name.
2. Edit the appropriate information.
3. To add a telephone number select Add 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 icon.

Editing a

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Phone Number

1. To edit an existing phone number, select the Edit 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 icon.

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