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Location Contacts that are entered in MobileTech by a technician must be reviewed and processed before the contacts are added and/or updated in Signature. Processing these contacts will add a master Local contact and will assign the contact to the location. A technician must sync their device for the added contacts to display in the Mobile Contacts window.

Technicians can add the following Contact information for a customer in MobileTech:

  • Contact Name (required)
  • Email Address (required)
  • Phone Number
  • Phone Type

  • Role - Technicians can choose an existing role or add on-the-fly. See below for information on how to add the role type to Signature.

Processing the contacts

  1. In Microsoft Dynamics GP, choose Inquiry > Service Management > Mobile Contacts.
  2. The Mobile Contacts window displays contacts added in MobileTech.
  3. The following information displays:
    • Customer
    • Location
    • Contact Name
    • Phone Number
    • Phone Type
    • Email Address
    • Role - If the technician created a new role, you can edit the role name in the field to match an existing role or you can add the role by marking the Contact check box and then selecting the Role zoom to open the Role Type Setup window. The message "This role type does not exist. Do you want to add it?" Mark Yes, enter a description, and then choose Save. Close the Role Type Setup window. The error message is cleared from the Mobile Contact window.
    • Created User - Technician who added the contact.
    • Contact ID
    • Phone ID
    • Error Message
  4. In the Mobile Contacts window, you can process the contacts individually by marking the contact checkbox and then choosing Process or you can choose the Mark All button and then choose Process to add all the contacts. Contacts will no longer display in the Mobile Contacts window once they are added to Signature.

Buttons on this window

  • Mark All - Choose to mark all Contact check boxes.
  • Unmark All - Choose to unmark all Contact check boxes.
  • Process - Choose to add the marked contacts.
  • Redisplay - Choose to refresh the display.
  • Delete - Choose to delete marked contacts.
  • Cancel - Choose to cancel the process.
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