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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Add a Contact Method for an Account

  • Updated:

This article will show you how to configure email or phone contact methods for an account and choose what notifications they receive.  

  

 

Instructions

  1. Search for and select a user
    search and select user
  2. Under Account Actions, select Account Contact Preferences
    account contact preferences
  3. Click New Contact Method
    new contact method
  4. Choose the Type of contact method: Email or Mobile (phone)
    type.png
  5. Fill in the information fields based on your Type
    • Email: 
      email preferences
      • 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 preferences
      • Mobile Phone: Enter the phone number
      • Label: Enter an additional label (extra information)
      • Mobile Carrier: Select the carrier for the phone
        • Note: If listing a cell phone number, you must select the mobile carrier if the user wishes to receive text message notifications.
      • 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
    save new method

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