Contact Management allows you to assign contacts to a specific location and/or contract, in addition to, or instead of, Contact Person 1 and Contact Person 2. For example, you may want to have contact information for the building manager, janitor, office manager, or receptionist for each customer location. You can assign unlimited phone numbers to each contact record. You can also add Caller Information (Name, Email, and Phone) on a service call.
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Setting up Contact Management
To use Contact Management, you need to enable in Service Management Service Options.
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- New topic for Contact Management. Documentation Reviewer
Depending on your Contact Management setup, you can add a contact from the Service Call window.
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