Portal Callout Scheduling

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Revision as of 15:29, 17 August 2022 by Thomas Peterson (talk | contribs) (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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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.

Contact-add.PNG

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.