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Still Needs Pictures! |
The Customer Contact tab is located on the left side of a customer record, and gives the user a place to edit contact information and priority.
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Users need the “View Customer” permission to see this, and the “Edit Customer” permission to make any changes. |
Each person in this page are listed with there basic contact information. These fields are just blank text fields.
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Name, Relationship, and at least one phone number are required to save a contact. |
There are also a few buttons that allow the user to set the type of contact each person is. For example, they could be a parent/guardian or emergency contact. They can also select whether the contact is authorized to pick the customer up or not.
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If the contact is selected as a parent/guardian, the “signature on file” check box will show. It will be hidden if the contact is not selected as a parent/guardian. |
The first contact in the list that has the “Emergency” button selected, will always show a “Primary” label, while all other “Emergency” contacts always show a “Secondary” label. Non-”Emergency” contacts will not have a label.
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Note: If the first contact on the listed is not selected as an “Emergency” contact, it will not show “Primary” even though it is at the top of the list. “Primary” will always be the highest listed “Emergency” contact.
Using the arrows to the right of a contact will change the order of the list. Clicking the up arrow will move the contact up one space, and clicking the down arrow will move the contact down one space in the list.
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Note: The up arrow on the first contact and the down arrow on the last contact are disabled, since they can not move any farther in those directions.
The “x” button next to the right of a contact will delete that contact from the list.When deleting a contact, the user will see a confirmation dialog before permanently deleting it.
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At the bottom of the list, there is an add button, so the user can create new contacts. When clicked, a blank contact field will show at the bottom of the list.
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There are also two text fields at the bottom of the contacts page, for pick up instructions and additional comments.
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If changes have been made to this page, the user will see a “save” and a “discard” button in the header of the customer record.
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If discard is selected, the user will see a confirmation dialog before permanently discarding the changes.
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If the user tries to navigate away from this page without saving or discarding their current changes, they will see a dialog asking them what they would like to do with those changes.
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