Contacts

A Contact is a user in the GoServicePro system, in other words, ‘Customer’. Once you are a contact in GoServicePro, the system maintains your account, contact and site information. If you are a web user of GoServicePro, you can log into customer portal account with valid credentials and create cases, view the status of cases and work orders, and maintain all of your account, site and contact information. You will also have the ability to change your passwords and recover lost/forgotten passwords.

Steps:

  1. To navigate to Contacts – listing screen, on the left pane menu, expand Admin and then click Contacts. The Contacts listing screen lists all the contacts from the complete Business Unit.

  2. To add inactive contacts as well to the listing grid, click Include Closed Contacts.

  3. To launch a new contact form, click New Contact button.

  4. To export the listing grid display results, click Export to Excel button and then save the Excel file to desired location.

  5. To filter the search results, in the search bar, type the keyword and then click Search button.

  6. To clear the filter results/search results, beside Search field, click Clear button.

  7. To create a new filter:

    1. In the Search bar, type the keyword to display search results in the listing grid.

    2. Click Filter button and then in the dropdown menu, Click New Filter button.

    3. In the text field, enter the filter name and then click Save Filter.

  8. To delete existing filter:

    1. Click Filter button and then from the dropdown menu, select the filter that you want to delete.

    2. Click Delete Filter button.