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Account Management


 

Add a Contact Method for an Account

 

Overview

This article will show you how to add and configure a Contact Method for an account.

Instructions

  1. Search and select a user
    search_and_select_user.jpg
  2. Under Account Actions, select Account Contact Preferences
    select_account_contact_preferences.jpg
  3. Click New Contact Method
    select_new_contact_method.jpg
  4. Choose the Type of contact method: Email or Mobile (phone)
    select_email_or_mobile.jpg
  5. Fill in fields based on your Type
    • Email: 
      fill_in_contact_information_fields.jpg
      • Email: Enter the email address
      • Label: Enter an additional label (extra information)
      • Courtesy Notices: Check to receive courtesy notices
      • Critical Announcements: Check to receive critical announcements
      • Upcoming Events: Check to receive notifications about upcoming events
    • Mobile:
      fill_in_mobile_contact_information.jpg
      • Mobile Phone: Enter the phone number
      • Label: Enter an additional label (extra information)
      • Mobile Carrier: Select the carrier for the phone
      • Courtesy Notices: Check to receive courtesy notices
      • Critical Announcements: Check to receive critical announcements
      • Upcoming Events: Check to receive notifications about upcoming events
  6. Click Save New Contact Method
    select_save_new_contact_method.jpg



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