In Tank Track, a secondary contact is a contact associated with a primary contact that assumes supportive functions, roles, or responsibilities.
Examples of secondary contacts include spouses, property managers, site contacts, realtors, and the like.
To add a secondary contact:
STEP 1: Use the SEARCH BAR to find the contact. You may search by contact name, address, phone number, or email address.
STEP 2: Click the + SECONDARY CONTACT BUTTON, which opens an Add Secondary Contact Window.
STEP 3: Enter the secondary contact's information.
First Name | Enter the first name. |
Last Name | Enter the last name. |
Relationship/Position/Title | Select the relationship, position, or title. |
Address 1 | Enter the first address line. |
Address 2 | Enter the second address line, if required. |
City | Enter the city. |
State | Enter the state. |
Zip | Enter the zip code. |
Email Address | Enter the email address. |
Cell Phone | Enter the cell phone number. A cell phone number is required if your contact desires to receive texts. Click the TURN ON TEXTING BUTTON to enable text communication. |
Home Phone | Enter the home phone number. |
Work Phone | Enter the work phone number. |
STEP 4: Enter the secondary contact's communication preferences.
Auto-Receive All Messages | Select to send all communications to the secondary contact. |
Receipts | Select to send receipts to the secondary contact. |
Service Due Notices | Select to send service due notices to the secondary contact. |
Appointment Confirmations | Select to send appointment confirmations to the secondary contact. |
Online Payment Receipts | Select to send online payment receipts to the secondary contact. |
Include "Pay Now" Button | Select to allow the secondary contact to submit online payments. |
Invoices | Select to send invoices to the secondary contact. |
Estimates | Select to send estimates to the secondary contact. |
Monthly Statements | Select to send monthly statements to the secondary contact. |
Unpaid Invoices | Select to send unpaid invoices to the secondary contact. |
STEP 4: Click the SAVE BUTTON.