Overview

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

Instructions

1. Search and select a user
   
2. Under Account Actions, select Account Contact Preferences
   
   
3. Click New Contact Method
   
   
4. Choose the Type of contact method: Email or Mobile (phone)
   
5. Fill in fields based on your Type
   • Email: 
     
     
     • 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:
     
     
     • 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