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
  2. Under Account Actions, select Account Contact Preferences
    account_contact_preferences.png
  3. Click New Contact Method
    new_contact_method.png
  4. Choose the Type of contact method: Email or Mobile (phone)
    contact_tyoe.png
  5. Fill in fields based on your Type
    • Email: 
      email_type.png
      • 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_type.png

      • 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
    save_new_contact_method.png



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