EBS: How to Configure Additional Information Fields for Contacts in Everbridge Suite

Topic:

This article explains how to configure your contacts' Additional Information fields directly in the Manager Portal of Everbridge Suite. For a thorough explanation of how to update contacts' Additional Information via CSV file upload, please see 00057505 - How to Configure Additional Information Fields for Contacts via CSV File Upload to Everbridge Suite.

Description:

Additional information fields help categorize contacts with more detailed information. For example, an additional information field can categorize contacts to distinguish managers from contractors.

Each field is configured in the organization's settings and can then be used to categorize contacts in the contacts tab.

To create an additional information field, follow the steps listed below:

  1. Log in to the Manager Portal and select the appropriate organization from the upper right-hand corner.
  2. Select Settings from the top menu bar.
  3. Select  Contacts and Groups or Contacts/Assets from the menu on the left.
  4. Select Additional Information from the sub-menu.
  5. Select + Add.
User-added image
  1. Enter a Name for the data field.
  2. Select a Data Type from the drop-down menu to define the type of information to record.
    1. Text: for any text string, such as a job title.
    2. Number: must contain a number, such as age.
    3. Date: includes a date-picker calendar, and must be entered in the YYYY-MM-DD format, such as a birthday.
  3. Select a Display Format from the drop-down menu to define how the information is recorded.
    1. Textbox: for entering a text string.
    2. Single Selection List: for selecting one from a list of options.
      1. Enter the name of an option.
      2. Select + Add another item to add more options.
    3. Multiple Selection List: for selecting multiple from a list of options.
      1. Enter the name of an option.
      2. Select + Add another item to add more options.
  4. Click Save.

Adding Additional Information Fields to Contacts

    Once an additional information field is configured, it can be added to a contact by following the steps below:

    1. Log in to the Manager Portal and select the appropriate organization from the upper right-hand corner.
    2. Select Contacts or Contacts/Assets from the top menu bar.
    3. Select Contact List.
    4. Click on the pencil icon next to the contact's name to edit that contact.
    5. Scroll down to the Additional Information section.
    6. Select the appropriate additional information field(s) from the drop-down menu next to Add an Additional Information.
    7. Select or enter values as desired.
    User-added image
    1. Scroll up to the top of the page and click Save.
    Was this article helpful?
    0 out of 0 found this helpful

    Comments

    0 comments

    Article is closed for comments.