Overview
This article will show you how to add and configure a Contact Method for an account.
Instructions
- Search and select a user
- Under Account Actions, select Account Contact Preferences
- Click New Contact Method
- Choose the Type of contact method: Email or Mobile (phone)
- 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
- Email:
- Click Save New Contact Method
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