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Creating or editing location contacts
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Creating or editing location contacts

Owned by Documentation Reviewer
Last updated: Mar 11, 2019

Depending on your setup options:

  • You can add or edit Contacts. 
  • You may have the option to select Report email recipients. 

Contacts added in MobileTech synchronize to Signature where the back office will review and process.

  1. In the Report Emails window, choose the Add icon.
  2. In the Create Contact window enter the following:
    • Contact Name (required)

    • Email Address (required) 

      Each contact must have a unique email address and phone number combination. If you enter a duplicate email address, you are prompted to discard or update the original entry with the new form field entries.

    • 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. 
  3. Choose Save.