...

1. Complete the appointment.
2. From the Appointment Summary Report Emails window, select the Add Image Removed icon.
3. In the Create Contact window enter the following:
   • Contact Name (required)

   • Email (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. 

4. Choose Save. 

   Note
   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.

   
   

...

You can add a new contact from the Locations window or the Service Call window by selecting the Contacts Image Removed tab icon.

1. Choose Customers Image Removed and select the customer. Select Locations and then select the Location OR choose Service Calls Image Removed, select the service call and choose More.
2. Choose Contacts Image RemovedContacts.
3. Select the Add Image Removed icon.
4. In the Create Contact window enter the following:
   • Contact Name (required)

   • Email (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. 

5. Choose the Save Image RemovedSave icon.

   Note
   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.

   
   

Editing an existing contact name, email,

...

or role

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

Editing a phone number

1. To edit an existing phone number, choose the Edit Image RemovedEdit 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 the Save Image RemovedSave icon.