Create or Edit Location Contacts

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.

Creating a new contact from Report Emails

After completing an appointment, the Appointment Summary Report Emails window displays a list of contact names and email addresses. If a contact does not have an email address, Missing Email is shown. Although contacts may have telephone numbers associated, this list only displays the contact's email addresses.

1. Complete the appointment.
2. From the Appointment Summary Report Emails window, select the Add icon.
3. In the Create Contact window enter the following:
   • Contact Name (required)

   • Email (required) 

   • Role - You can choose an existing role or add on-the-fly. 

   • Phone Number - The phone number field will automatically display the telephone format as you type the telephone number. If a user has an extension, "ext:" will populate after you've entered the 11th number. 

     

     You can only add one phone number to a new contact. Once you've synced the contact to the back office, you can add additional phone numbers.

   • Phone Type - If you select a Phone Type, the Phone Number field becomes required. 

4. Choose Save. 

   

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

Creating a New Contact from Locations or Service Call

The Contacts window displays the contacts associated with the customer location. The contact's email address and telephone number(s) display beneath the contact name. 

You can add a new contact from the Locations window or the Service Call window by selecting the Contacts tab icon.

1. Choose Customers and select the customer. Select Locations and then select the Location OR choose Service Calls, select the service call and choose More.
2. Choose Contacts.
3. Select the Add icon.
4. In the Create Contact window enter the following:
   • Contact Name (required)

   • Email (required) 

   • Role - You can choose an existing role or add on-the-fly. 

   • Phone Number - The phone number field will automatically display the telephone format as you type the telephone number. If a user has an extension, "ext:" will populate after you've entered the 11th number. 

     

     You can only add one phone number to a new contact. Once you've synced the contact to the back office, you can add additional phone numbers.

   • Phone Type - If you select a Phone Type, the Phone Number field becomes required. 

5. Choose the Save icon.

   

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

Editing an existing contact name, email, and/or role

1. To edit an existing contact's name, email, and/or role, choose the Edit icon to the right of the contact name.
2. Edit the appropriate information.
3. To add a telephone number choose Add Phone and enter the Phone and select the Phone Type. The phone number field will automatically display the telephone format as you type the telephone number. If a user has an extension, "ext:" will populate after you've entered the 11th number. 
4. Choose the Save icon.

Editing a phone number

1. To edit an existing phone number, choose the Edit icon to the right of the phone number.
2. Edit the number and/or phone type. The phone number field will automatically display the telephone format as you type the telephone number. If a user has an extension, "ext:" will populate after you've entered the 11th number. 
3. Choose the Save icon.