You can assign existing agency contacts and add local contacts to the a customer 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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1. Choose Cards > Service Management > Service Manager.
2. Select a customer and zoom on the Location Address ID field.
3. Choose Contacts.
4. Choose Attach Agency.
5. In the Agency Contact window, enter filter criteria in the Postal Code and/or Role Type fields. The postal code defaults from the Location window.
6. Select an agency contact and then click Select or double-click an agency contact in the scrolling window to attach it to the location. To detach an agency contact from a location, double-click the contact in the Location Contacts scrolling window. Choose the Detach button in the Contact Agency View window. See Creating a contactContact for instructions on creating agency contacts.

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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. Choose Add Local. The Service Contact Management window opens with the customer ID defaulting into the Customer filter field. You can enter additional filter criteria if needed to narrow the displayed contacts.
5. RightIf the local contact does not exist in the system, select the New Contact window. See Creating a Contact.
6. Otherwise, right-click on the contact name that displays in the scrolling window and select Add Contact or double-click the contact name.
7. The Service Contact Management window closes and the contact is added to the Location Contacts window. 

Detaching an agency or local contact from a location

When unassigning a contact from a location, if the contact is also assigned to the location, you have the option to also remove the contact from the location contract(s).

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. 

6. NoteThe contact is still available as a master contact, just that the contact is no longer assigned to If the location contact is also assigned to location contracts, you will be asked if you want to remove the contact from any associated location contracts. 
   1. Choose Detach to remove the contract contact.
   2. Choose Cancel to only remove the contact from the location.

Adding telephone numbers to a contact from a location

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