Point of contact is separate from the user and allows you to select additional email alerts or notifications. You can add users and non-users of ConnectivityPro to this list.
The article contains:
Create a point of contact
Account > Company Information > Point of Contact
Select the Add Point of Contact button and complete the following fields.
Field | Description |
First name | First name. |
Last name | Last name. |
Email address to send the alert. | |
Mobile number | Mobile number (optional field). |
Contact type | Three options are available:
|
Location | Select from the list of locations for that account. |
Job title | The contact's job title (optional field). |
Enabled | Will default to enabled. |
Alerts | Select any or all alert category options:
|
Edit a point of contact
Find the point of contact on the list and select the edit icon. Make any changes needed.
Point of contact list
Account > Company Information > Point of Contact
The point of contact list will show you all active and inactive (enabled and disabled) point of contacts for that account.
The section includes:
Search
There are two search options available:
- Name (first or last) using the search bar.
- Contact type using the
filter.
Table view
The default view includes five columns.
Use the customize icon to add or remove additional fields as needed.