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 select an existing role or add on the fly. See below for information on how to add the role type to Signature.

Processing the Contacts

If an existing contact is edited in MobileTech, you may see more than one row in the Mobile Contacts window. For example, if a contact has three telephone numbers associated and the contact's role has been updated, you will see three rows of contact information to be updated; one row for each phone number. This is because MobileTech sees this information joined into a single entity and Signature Service Management sees this as multiple entities. 

1. In Microsoft Dynamics GP, select 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 selecting 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 select Save. Close the Role Type Setup window. 
     • Select 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 select 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 selecting Process or you can select the Mark All button and then select 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: Select this and then select Contact Management to open the Contact Setup window. (This window opens empty, no data automatically fills in this window.)