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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Enabling Contact Management
To use Contact Management, you need to enable in Service Management Service Options.
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Enabling Agency Contacts Addition on User Profile
To allow users to be able to add an Agency Contact, you will need to enable this option on their User Profile. This is a per user setting. If this option isn't marked, users can create Location Contacts.
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Depending on your Contact Management setup, you can add a contact from the Service Call window.
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