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Notes:
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.
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.
Creating a New Contact
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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.
Complete the appointment.
From the Appointment Summary Report Emails window, select the Add icon.
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.
Select Save.
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From Locations or Service Calls
The Contacts window displays the contacts associated with the customer location. The contact's email address and telephone number(s) display beneath the contact name.
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