When completing an appointment, depending on how your system is set up, you may have the option to select the email recipients. If the location contact isn't available to select, you can add a new contact. Contacts added in MobileTech will synchronize to Signature where the back office will review and process.
- In the Report Emails window, choose the Add
icon. - In the Create Contact window enter the following:
- Contact Name (required)
Email Address (required)
Each contact must have a unique email address. If you enter a duplicate email address, you are prompted to discard or update the original entry with the new address.
- Role - You can choose an existing role or add on-the-fly.
- Phone Number
- Phone Type - If you select a Phone Type, the Phone Number field becomes required.
- Choose Save.