Process contact management

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 assigns the contact to the location.

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. Review the following information:
   • Customer 
   • Location (required)
   • Contact Name (required)
   • Phone Number
   • Phone Type
   • Email Address
   • Role - If the technician created a new role for the contact, an error message "This is not a valid Contact Role Type." displays in the Error Message field. To clear the message, do one of the following options, followed by choosing the Redisplay button:
     • Clear the role field by highlighting the field contents and pressing Delete on your keyboard.
     • Edit the role name in the field to match an existing role.
     • Add the new role by marking the Contact checkbox 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?" displays. Mark Yes , enter a description, and then choose Save . Close the Role Type Setup window. 
     • Choose an existing Role Type by marking the Contact checkbox and then selecting the Role Type lookup to open the Role Type Lookup window. Select the Role Type and then choose Select. 
   • 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 - Marks all Contact checkboxes.
• Unmark All - Unmarks all Contact checkboxes.
• Process - Adds the marked contacts.
• Redisplay - Refreshes the display.
• Delete - Deletes marked contacts.
• Cancel - Cancels the process.
• Go To - Choose this and then select Contact Management to open the Contact Setup window. (This window opens empty, no data automatically fills in this window.)