Edit - Data management

How do I set up Contacts in my UniGuard Patrol Management System?

Contacts are the individuals (your customer's employees) that your business interacts with during the rendered patrol service. Each site is assigned a contact during setup. This person is the main contact for queries and issues relating to the site.

To edit contacts, select the Edit/Contacts menu option.(This menu option is only available if the logged in user has the necessary permission in their user profile).

• To insert a new contact, click Insert button and enter the contact details. Click the OK button to save the new contact, or the Cancel button to cancel the insert.
• To edit a contact, click Edit button and edit   contact details as desired. Click the OK button  to save the edited  details, or the Cancel button to cancel the edit.
• To delete a contact, click the Delete button. If the contact is assigned to 1 or more sites, these sites will need new contacts assigned first.

Contact Details

• Customer The customer that this contact is employed by, Select customer from drop down list.
• Full Name The contact's first and last name.
• Title The contact's title. (Mr, Mrs, Miss etc...)
• Designation The contact's employment designation. (Manager, Supervisor etc...)
• Telephone The contact's telephone number.
• Fax The contact's facsimile number.
• Mobile The contact's mobile phone or pager number.
• Email The contact's email address.

Picture The contact's picture. Use the Image Editor to insert/edit the image.