Add a Contact Method for an Account

This article will show you how to configure email or phone contact methods for an account and choose what notifications they will receive.  

Instructions

1. Search for and select a user

2. Under Account Actions, select Account Contact Preferences

3. Click New Contact Method

4. Choose the Type of contact method: Email or Mobile (phone)

5. Fill in the information 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

       Note: If listing a cell phone number, you must select the mobile carrier if the user wishes to receive text message notifications.

     • Courtesy Notices: Check to receive courtesy notices

     • Critical Announcements: Check to receive critical announcements

     • Upcoming Events: Check to receive notifications about upcoming events

6. Click Save New Contact Method