Add a Contact Method for an Account

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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. log in to Recreation Management

  2. Search for and select a user
    Search bar and User account option highlighted to show selecting a user.

  3. Under Account Actions, select Account Contact PreferencesAccount contact preferences highlighted in list of Account Actions.

  4. Click the New Contact Method buttonHighlighting New Contact Method button on the account contact preferences page.

  5. Choose the Type of contact method: Email or Mobile (phone) type.png

  6. Fill in the information fields based on your Type

    • Email: email preferences

      • 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 preferences

      • 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

  7. Click Save New Contact MethodNew contact methods screen with Save New Contact Method button highlighted.