Signature Agent 2023 (2.5.3)
Signature Agent 2023 (2.5.3)
Breadcrumbs

Setting up Technicians in Schedule

  1. In Schedule, select the Menu icon and then select Administration.

  2. Select Resource Options.

  3. Select the resource in the Resource list.

  4. Enter the following information to integrate with Signature Agent Configuration:Technician Name (required): The technician name defaults into this field.Position Description: The resource position defaults into this field.Phone: Enter the resource's telephone number.Email address: Enter the company email address(es) that the resource uses. For multiple email addresses, separate with a comma. You can also set up an email-to-SMS text message following the criteria listed in the table below.Notifications: Mark if the resource should receive notifications at the email address(es) provided.Inactive: Mark if the resource is currently inactive.Select resource image: This image will display in the email that is sent to customers if you are using Advanced Communications.

  5. Select Save.

Email to SMS

Use the information below to set up an email-to-SMS text message by entering the technician's cell number and the corresponding carrier email.