(2024.2) Service Contacts tab

Contacts

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Service Contacts tab example

The Contacts tab provides the User the ability to manually associate Contacts with each Service. These associated Contacts represent people who may be associated with the Service in some way. These Contacts are separate entries in the Workers/Contacts section of the application that are associated with the Service for tracking purposes. This association can be built manually or via Service Order Contacts on Service Desk.

The User can manually manage these associations by using the Add, Add Existing, and Delete Selected functionality available on the Services Contacts tab.

Adding New Contacts

After clicking on the  button, the User is presented with a data-entry form used to build a basic Contact: First and Last Name, Email, and Phone Number. Adding a new Contact here creates a new record in the Workers/Contacts section of the application.

Adding Existing Contacts

After clicking the   button, a list of existing Contacts is presented. Contacts can be associated with multiple services. As such, this list displays all active Contacts in the system. Searching through this list and selecting multiple entries allows the User to add all the required contacts. Check each of the Contacts that need to be associated with the Service and click Save.

Deleting an Association

Selecting  button from this Grid does not delete the Contact entry it merely removes the association.