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After completing an appointment, the Appointment Summary Report Emails window displays a list of contact names and email addresses. If a contact does not have an email address, Missing Email is shown.
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Although contacts may have telephone numbers associated, this list only displays the contact's email addresses.
- Complete the appointment.
- From the Appointment Summary Report Emails window, select the Add icon.
- 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.
Choose Save.
Note Each contact must have a unique email address and phone number cocombination. If you enter a duplicate email/phone combination, you are prompted to discard or update the original entry with the new form field entries.
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The Location Contacts window displays the contacts associated with the customer location. The contact's email address and telephone number(s) display beneath the contact name.
- Choose Customers and select the customer.
- Select Locations and then select the Location.
- Choose Contacts.
- Select the Add icon.
- 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.
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.
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