You can assign existing agency contacts and add local contacts to the location. Agency contacts are contacts that are common to multiple locations (e.g., fire and police department). Local contacts are contacts specific to one location.

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Mass Assigning or Unassigning Contacts to a location

In the Contact Setup window, you can use the Mass Assign button to assign or unassign the current contact to one or more locations. You can also assign the contact to one or more contracts. 

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To mass assign to locations or contracts:

1. Choose Cards > Service Management > Contact Management. 
2. In the Service Contact Management window, search to find the existing contact. 
3. Double-click the contact name in the results list or right-click and select View Contact to open the Contact Setup window.
4. In the Contact Setup window, select Mass Assign.
5. In the Mass Assign Contacts window, select Locations or Contacts from Locations from the Assign to drop-down.
6. Use the Customer and Location filters as needed to narrow the display results and then select Redisplay.
7. The scrolling window displays the customer locations/contracts. If a location/contract already is marked, the contact is already assigned to that location/contract.
8. Use the Mark All/Unmark All buttons in the menu bar or individually mark/unmark the Assigned check boxes.
9. Select Process to assign the contact to the marked locations or contracts or to unassign the contact if you've removed the check mark.

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1. Choose Cards > Service Management > Service Manager.
2. Select a customer and zoom on the Location Address ID field. The Location window opens.
3. Choose the Contacts button. The Location Contacts window opens.
4. Select a contact and then click Detach from the menu bar.

5. Select Detach to confirm that you want to remove the contact. 

   Note
   The contact is still available as a master contact, just that the contact is no longer assigned to the location.

   
   

Assigning additional telephone numbers to a contact from a location

You can add more than one telephone number to a contact.

1. Choose Cards > Service Management > Service Manager.
2. Select a customer and zoom on the Location Address ID field. The Location window opens.
3. Choose the Contacts button. The Location Contacts window opens.
4. Right-click an existing contact and select View Phone Numbers. (Or you can double-click the contact to open the Contact Setup window and then choose the blue arrow Image Addedto the right of the existing phone number.)
5. In the Contact Phone Numbers window, enter Number. 
6. Choose the Type.
7. If the new number is the Primary phone number, mark the Primary Number check box. If a primary phone number is already marked, you will need to unmark that phone number first and then mark the new phone number.
8. Enter any additional phone numbers.
9. Choose OK.