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

Creating a new contact from Locations

1. Choose Customers and select the customer.
2. Select Locations and then select the Location.
3. Choose Contacts.
4. In the Report Emails window, choose the Add icon.
5. In the Create Contact window enter the following:
   • Contact Name (required)

   • Email Address (required) 

   • Role - You can choose 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. 

6. Choose Save. 

   Note
   Each contact must have a unique email address and phone number combination. If you enter a duplicate email

   address

   /phone combination, you are prompted to discard or update the original entry with the new form field entries.

   Role - You can choose

   
   

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

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1. To edit an existing contact's name, email, and/or role, choose the Edit Image Added icon to the right of the contact name.
2. Edit the appropriate information.
3. To add a telephone number choose Image AddedAdd 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. Choose Save.

Editing a phone number

1. To edit an existing phone number, choose the Edit Image Added 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. Choose Save.