Contacts are profiles of people you want to track or send expiration reminders to, such as employees, contractors, customers, and vendors. You can add contact details, assign contacts to locations, and choose how they receive notifications.
To manage your contacts, go to People on your left-hand menu when you login.
What Is a Contact?
A Contact represents a person you want to track in your account. Contacts can include:
- Employees and contractors
- Customers and clients
- Vendors and suppliers
Contacts don't have login access to your account. If someone needs to log in and use Expiration Reminder, add them as a User instead.
Note: For a Contact to receive reminders, add an email address or mobile number and set up their notification settings. The Contact must also be linked to the relevant expiration items.
How to Add a Contact
Step 1: Go to People in the left-hand menu.
Step 2: Click + Add Contact in the top-right corner.
Step 3: Enter the Contact's information. Only Name is required, but filling in more fields can help you organize contacts and manage notifications. See the field descriptions below.
Step 4: Click Save to create the Contact.
|
Field |
Description |
|---|---|
|
Name (required) |
The Contact's first and last name. |
|
|
The email address used for email reminders and notifications. |
|
SMS Phone |
The mobile number used for text message reminders. |
|
Job Title |
The Contact's role or position. |
|
Contact Number |
An identifier, such as an employee or badge number. |
|
Time Zone |
The Contact's local time zone, used to send reminders at the right local time. |
|
Type |
Categorizes the Contact, such as employee, customer, or vendor. Learn how to manage Contact Types. |
|
Owner |
The User responsible for the Contact. |
|
Locations |
The location or locations associated with the Contact. |
|
Supervisor |
Another Contact who is this person's supervisor. |
|
Send Notifications |
Controls whether the Contact receives reminder notifications. |
|
Delivery Type |
How notifications are delivered: email, SMS, both, or grouped email. Learn more about notification delivery. |
How to Delete a Contact
You can delete a Contact from the Contacts list or from their profile.
Important: Deleting a Contact permanently removes them from your account. Make sure you want to remove the Contact before you continue.
Option 1: Delete from the Contacts List
Step 1: Go to People in the navigation menu.
Step 2: Find the Contact you want to delete.
Step 3: On the right side of their row, click the dropdown arrow beside Action.
Step 4: Select Delete from the drop-down menu.
Option 2: Delete from the Contact's Record
Step 1: Go to People
Step 2: Click the Contact's name to open their record
Step 3: In the top-right corner of the profile, click the 3 dots to show a drop-down menu.
Step 4: Select Delete.
