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1. Complete the appointment.
2. From the Appointment Summary Report Emails window, select the Add  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.

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Creating a

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New Contact from Locations or Service Call

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. 

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

1. Choose Customers .Select  and select the customer. Select Locations and then select the Location OR choose Service Calls Image Added, select the service call and choose More.
2. Choose ContactsContacts Image Added.
3. Select the Add  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  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.

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