Contacts in Expiration Reminder are used to manage the profiles of individuals such as employees, contractors, customers, vendors, or suppliers.
- How to Add a Contact
- How to Remove a Contact
Who can be a Contact?
Anyone you'd like to track or send reminders to:
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Employees
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Contractors
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Clients or Customers
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Vendors or Suppliers
📩 If you want a Contact to receive reminders, be sure to add either an email address or a mobile number so notifications can be delivered.
Note: Contacts cannot log in to your account (unlike Users), but they can receive notifications via email or text if linked to expiration items.
How to Add a New Contact
Step 1:
Go to the Contacts section under the “People” tab in the top navigation bar.
Step 2:
Click the green “New Contact” button in the top-right corner.
Step 3:
Fill in the contact’s details. The only required field is the Name, but additional fields can enhance tracking and notifications:
| Field | Description |
|---|---|
| Name (required) | The first name and last name of the Contact |
| Used to send email reminders/notifications | |
| SMS Phone | Mobile number for text message reminders |
| Job Title | Contact's role or title |
| Contact Number | Can be used for badge/employee numbers |
| Time Zone | Ensures reminders are sent at the correct local time |
| Type | Contact type (e.g., employee, customer, vendor) – Learn how to add more types |
| Owner | The User responsible for this contact |
| Locations | Assign the contact to a specific location |
| Supervisor | Another Contact that serves as this contact’s supervisor |
| Send Notifications | Toggle whether this contact will receive reminder notifications |
| Delivery Type | Choose how they receive reminders: email, SMS, both, or grouped email – Learn more |
Once the Contact information is complete, you can save the Contact's entry using the green "Save" button.
Delete a Contact
There are 2 ways you can permanently delete a contact.
Option 1
Step 1:
Go to the Contacts section under the “People” tab in the top navigation bar.
Step 2:
Locate the contact individual you wish to delete. On the far right of their row, click on the downward arrow next to "Add Expiration". A dropdown list will appear. Select "Delete".
Option 2
Step 1:
Go to the “People” tab in the top navigation bar.
Step 2:
Click on the name contact individual you wish to delete. This will take you to their profile view where you can edit the contact's details.
Step 3:
In the top right-hand corner, you will see a downward arrow button on the right-hand side of 3 other buttons. A dropdown list will appear. Select "Delete".
