...

Anchor
servicemanagement_other_features_4676 servicemanagement_other_features_4676

Buttons on this window

• Find
  If you have existing agency and local contacts that you want to edit, choose Find. This opens Select Find to open the Service Contact Management window where you can use the lookup fields to locate the contact. See Searching for an existing contact.
• Location
  You can use the Location and Contract buttons Select Location to view locations and maintenance contracts to which the contact is assigned to. If this is a new contact, no locations or contracts will be assigned to it.
• Contract
  To print the contact information, choose Print. In the Print Contact List window, select printing options and choose PrintSelect Contract to view maintenance contracts the contact is assigned to. If this is a new contact, no contracts will be assigned to it.
• Group
  This button is used with Customer Connect.
• Mass Assign
  Select Mass Assign to open the Mass Assign Contacts window. You can mass assign or unassign the contact to locations and/or contracts in the Mass Assign Contacts window. See Assigning contacts.
• Group
• Print
  Select Print to open the Print Contact List window. You can print the contact information.all contacts or a range of contacts and can choose from the following reports:
  • Summary - Prints the basic contact information including the name and address.
  • Detail - Prints all of the contact information including the name, address, phone information, and email address, address.
  • Labels (2 column) - Prints the contact address information in a two column label format.
  • Labels (3 column) - Prints the contact address information in a three column label format.