Contact Information

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Navigation:  CLASS THREE: Account, New Account and Unit Maintenance > Account > Contacts >

Contact Information

The Contact Information tab contains several fields pertaining to the selected contact record.

 

 

Field

Description

Note

Use this field to enter any internal information to be tracked about the contact.

Normally something that employees can easily find. For example: "Only call in case of emergency", "Not allowed to call to make changes to the account", "Owner's parent", etc.

Email

Contact email address that will receive email notifications from the system.

Multiple email addresses can be added by separating them with a semi-colon (;).

This field can hold up to 300 characters.

When a resident forgets their online account password, the email address(es) entered in this field are used to send an email that will contain an auto-login link to the the account.

Date fields

The three Date fields allow the user to label specific significant dates related to that particular contact record.

The Date field labels can be changed by going to SETUP | Program Options | Information tab | Contact Date Label fields.

 

 

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The date fields shown above can be defined through SETUP | Program Options | Information.

 

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