Specifying Preferred Contact Methods

Contacts can have multiple contact methods. For example, an emergency contact might have multiple entries for email addresses, phone numbers, and fax numbers.

Before you begin

Open the Manage Shelters screen.

About this task

Setting a preferred contact allows the system to default to specified contact information in certain screens, such as Manage Bookings.

For each contact in the Contacts step of a client record, you can specify preferred contact methods.

Procedure

  1. Search for and open the Shelter record or create a new Shelter record.
  2. Click the Contacts step:
  3. Select a contact in the Contacts grid.
  4. Right-click the contact and click Preferences.
    The Set Contacts Preferences dialog box appears.

    An Available Contacts pane appears on the left side and a Preferred Contacts pane appears on the right side.

  5. In the Available Contacts pane, select one contact method to set as a preferred contact method, and then click the > button.
    Note that you can designate only one preferred contact method for each contact device type.
  6. Optional: To remove a contact device from the Preferred Contacts list, select it in the right pane and click the < button.
  7. Click Apply.
    In the Contacts pane, a green circle appears beside preferred contact methods.
    Cell Phone entry marked with a green dot.