Adding Contacts to your Account

Separate contact-types are available for all device related needs. For some customers one contact-type is enough, but for other customers there are more needs to clarify. These separate contact-types are unique and can be managed at the device level, device by device.

Types of Contacts:

  1. Contact: Contact information of person in charge of device and/or person responsible for decision making on behalf of the device
  2. Location: The physical location of the device and/or contact information for the person on-site that knows where the device is located
  3. Leasing: The Company that is leasing the device to the Customer
  4. Supplier: The Company that sends Ink/Toner and Paper to the Customer and/or person responsible for changing supplies
  5. Service: The Company that sends Long Life Consumables and/or person responsible for performing hardware service and etc.

Adding a Contact:
Start by going to Admin > Contacts.
Press the "Add new contact" button. 
Choose the type of Contact to create. 
- Notice: the contact-type cannot be changed once created
Then fill out the fields for the contact type.

It is best to use the 'Display Name' of each Contact to describe the type of contact it is. The 'Display Name' is what you will see from the drop-down options when choosing the contact info at the device level.