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.
-
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.