When completing an appointment, depending on your setup options, you may have the option to select the report email recipients. If the location contact doesn't already exist, 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 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.
- Choose Save.