Managing Contacts

The Contacts page allows you to view and maintain contact information for XFRACAS. Permissions required to access this page: Access Admin Tab and Manage Contacts.

If your XFRACAS website has more than one Entity, the same set of contacts will be available in all of them.

For Customer Support Information records, contacts are used to identify the primary contact to communicate with regarding the serialized system. They are also used to identify the field service tech who performed the installation/commissioning.

For Incidents, contacts are used to identify the field service tech who assisted with the resolution of the incident.

Contacts can also be used as Detail fields.

To open the Contacts page, choose Admin > Configure > Manage > Contacts.

Creating a New Contact

If the Contact drop-down list is blank, enter the required fields and choose Admin > Contacts > Create.

If you need to clear an existing contact before creating a new one, choose Admin > Contacts > New.

Editing a Contact

To edit a contact, choose the name from the Contact drop-down list. Make the desired changes and then choose Admin > Contacts > Save.

Deleting a Contact

To delete a contact that is not associated with any records, choose the name from the Contact drop-down list and then choose Admin > Contacts > Delete.

Alternatively, you can edit the contact record and clear all categories that are assigned to it. The contact will remain assigned to any existing records but will not be available to be assigned to new records.

Contact Properties

Only the First Name and Last Name are required.
Choose an existing Company from the list, or click the Add icon, , to create a new one. (See Managing Companies.)
Choose an existing Location from the list, or click the Add icon, , to create a new one. (See Managing Locations.)
Category:
- Unit Contact - the contact can be assigned in the CSI page as the primary customer contact for a serialized system. The Associated Systems link opens a report of all records that the contact is assigned to.
- ASP Field Tech - the contact can be assigned as the field technician in the CSI page or Incident page.

For information about the External User option, please contact ReliaSoft technical support.

If the system administrator has configured additional fields to meet your organization's specific needs, they will be grouped together in a separate Contact Details area at the bottom of the page.