Contacts
→
Use the Contacts editor to add and manage personal contact records for the company. The contact details are provided on the Contacts page of the Sites editor for each site.
Create Contact
To create a contact:
From the upper-right of the Contacts page, select Create Contact.
From the menu pane on the left, select a page and define the respective settings.
The following introduces the pages of the Contacts editor.
Page
Description
Define general settings about the contact, including the name and email address.
Define availability settings by site for the contact.
Indicate if the contact is eligible to receive reports.
Huomaa
The toggles on both the Availability and Reporting pages must both be enabled for the contact to receive reports.
From the upper-right of the screen, select Save.
General
From the General page of the Contacts editor, define the following:
Setting | Description |
|---|---|
First Name/Group | Type the contact's first name (or group name). |
Last Name | Type the contact's last name. |
Company | (Optional) Type the name of the associated company. |
Type the contact's email address. |
Availability
From the Availability page of the Contacts editor, define the availability of the contact details by site.
Toggle Active to Yes if the contact is valid for the site.
Multi-site users: To the right of the field, select the globe icon to define values for each site.
Reporting
From the Reporting page of the Contacts editor, indicate if the contact is eligible to receive reports.
Toggle Receives Reports to Yes if the contact is eligible to receive reports.
Multi-site users: To the right of the field, select the globe icon to define values for each site.
Huomaa
The toggles on both the Availability and Reporting pages must both be enabled for the contact to receive reports.