Managing Contacts
Use the Contacts page to manage the list of contacts that are available to select in CSI records, Incidents or any record that includes a "Contacts" detail field. Permissions required to access this page: Access Admin Tab and Manage Contacts.
To open the page, choose Admin > Configure > Manage > Contacts.
If your implementation has more than one entity, the same set of contacts will be available in all of them.
Tip: Users can also create and edit contacts that belong to the "Unit Owner" category while working in the CSI page.
Using Contacts in CSIs, Incidents and Other Records
- In
- In Incidents, contacts are used in the "ASP Field Service Tech" field if it is enabled for the entity.
- Contacts are also used in any record that has a Detail field with type = Contacts.
Creating, Editing and Deleting a Contact
To create a new contact, make sure the Contact drop-down list is blank, enter information into the required fields and choose Admin > Contacts > Create.
If you need to clear an existing contact before creating a new one, choose Admin > Contacts > New.
To edit a contact, choose the name from the Contact list. Make the desired changes and then choose Admin > Contacts > Save.
To delete a contact that is not used in any records, choose the name from the Contact list and then choose Admin > Contacts > Delete.
Alternatively, if you clear all categories from the contact properties, it will remain assigned to any existing records but will not be available to assign to new records.
Contact Properties
First Name and Last Name
These fields are required; MI (middle initial) is optional.
Company and Location
First select the company and then select one of the locations associated with that company. (See Managing Companies and Managing Locations.)
Tip: In the CSI page, the ASP Field Service Tech field displays contacts that are associated with the company that is selected in the ASP field.
Category
- Unit Contact - the contact can be selected in the Contact Name field on the CSI page. Click the Associated Systems link to view a report of all CSIs where this contact has been selected.
- ASP Field Tech - the contact can selected in the ASP Field Service Tech field on the CSI page or Incident page.
- External User - please contact ReliaSoft for information about this option.
If you have configured additional detail fields to meet your organization's specific needs, they will be grouped together in a separate Contact Details area at the bottom of the page.