Adding contacts to your account

Separate contact types are available for all device-related needs. For some customers one contact type is enough, but other customers have 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 for the person in charge of the device and/or the 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 and paper to the customer and/or to the person responsible for changing supplies.
  5. Service: The company that sends long-life consumables and/or the person responsible for performing hardware service.

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 what 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.