Contacts
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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
General settings about contact, including name and email address.
Availability settings by site for contact.
Indicate if contact is eligible to receive reports.
Note
To receive reports, enable the toggles on the Availability and Reporting pages.
General
From the General page of the Contacts editor, define the following:
Setting | Description |
|---|---|
First Name/Group | Contact's first name (or group name). |
Last Name | Contact's last name. |
Company | (Optional) Name of company. |
Contact's email address. | |
Phone Number | Contact's phone number. This field is used for POS transfer request notification only. Use the country code dropdown menu, select the appropriate country, and enter the contact phone number. NoteThis field is viewable for Venue Inventory subscribers only. |
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.
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.
Note
To receive reports, enable the toggles on the Availability and Reporting pages.
Transfer Request
From the Transfer Request page of the Contacts editor, define if the contact will receive transfer request notifications. Notification choices include email notifications and Short Messaging Service (SMS) texts. For the transfer request notification settings, see Assign Transfer Request Notification.