Portal Callout Scheduling: Difference between revisions
(Created page with "The web portal at https://data.emittechnologies.com/ can be used to set up callout functionality for active units. == General Concepts == === Contact === A ''contact'' represents a person who can be contacted for a callout. The person can get text messages, phone calls, emails, or some combination of these. First, a contact for a person has to be created. '''Creating a new contact''' On the site, select the "Callout Scheduling" section at the top. Next, select the "...") |
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A ''contact'' represents a person who can be contacted for a callout. The person can get text messages, phone calls, emails, or some combination of these. First, a contact for a person has to be created. | A ''contact'' represents a person who can be contacted for a callout. The person can get text messages, phone calls, emails, or some combination of these. First, a contact for a person has to be created. | ||
====Creating a new contact==== | |||
On the site, select the "Callout Scheduling" section at the top. Next, select the "Contacts" tab. | On the site, select the "Callout Scheduling" section at the top. Next, select the "Contacts" tab. | ||
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'''Tip''': If the contact is for a customer, add the company to the name as well to help with searching later. | '''Tip''': If the contact is for a customer, add the company to the name as well to help with searching later. | ||
====Editing a contact==== | |||
In the lower part of the Contacts page is a list of all contacts. They can be filtered by | |||
=== Group === | |||
A ''group'' is a group of people that will be contacted together. It can be used to group contacts for an area, part of an area, customer contacts in the area, etc. Using groups makes setting up and changing callouts easier because once the group is on some units if there is a change in the contact list it can be edited once in the group rather than on every unit. A contact can be in multiple groups. | |||
====Creating a new group==== | |||
Revision as of 15:45, 17 August 2022
The web portal at https://data.emittechnologies.com/ can be used to set up callout functionality for active units.
General Concepts
Contact
A contact represents a person who can be contacted for a callout. The person can get text messages, phone calls, emails, or some combination of these. First, a contact for a person has to be created.
Creating a new contact
On the site, select the "Callout Scheduling" section at the top. Next, select the "Contacts" tab.
At the top of the tab enter the name and email and/or phone for a person. Select the checkboxes for the type of messages the person should get- email, text, and/or voice. Then, select "Add". The person will then go into the list on this page.
Tip: If the contact is for a customer, add the company to the name as well to help with searching later.
Editing a contact
In the lower part of the Contacts page is a list of all contacts. They can be filtered by
Group
A group is a group of people that will be contacted together. It can be used to group contacts for an area, part of an area, customer contacts in the area, etc. Using groups makes setting up and changing callouts easier because once the group is on some units if there is a change in the contact list it can be edited once in the group rather than on every unit. A contact can be in multiple groups.
