Add Request Management Contacts

Explanation

This activity is used to add contacts for a Location, Request, Request Task, Request Bundle Task, Service Object or Request Quotation. It is possible to define and maintain multiple types of contacts. When a contact is added to a page (such as Request, Location) this will be inherited and shown in all relevant pages once the "Show Associate Contacts" toggle is on.

Contacts defined for Request, Location, Service Object will be inherited and shown in Request Task page.

Contacts defined for Customer, Location and Request Quotation will be inherited and shown in Request page.

Contacts defined for Location will be inherited and shown in Service Object page.

The contact information can include role, name, phone numbers, email addresses, and other communication methods. This ensures that service personnel can quickly reach the right person for access, updates, or issue resolution.

You can add multiple contacts, and each contact record needs to be unique. Contacts may also be inherited across entities when linked.

Prerequisites

System Effects