Add an Application Contact
Home > (Select - Application Name) > Application Settings > General Information
Once you have created a new application form you can add a contact to the form. From the Home page, locate and click on the blue application name link to open the Manage Applications page for the form, and then click on the Application Settings tab. Click the General Information option in the left sidebar menu and scroll down to the bottom of the page to view the Contacts section.
Use this field to select a key contact for the application process. If your Global Admin selected Yes for the “Send an email to Application Contact, when an Application is Submitted” setting in Administration > Manage Site Settings - General Settings, this is the contact that will receive that notification email or any emails that are sent to the application contact. If you do not enter a contact here, then the emails will not be sent. (Please see your Global Admin confirm if this has been selected.)
This is also the contact information that is used if you select any of the “Contact***” fields in your email templates. If you do not enter a contact, then those fields will return as blank in the email that you send.
An application contact must already have a user account set up in order to be added as a contact.
To add a new contact:
1. Click the Add A Contact button.
- Or to edit/update an existing contact, please click the 'edit' icon.
2. Enter the contact's information into any of the fields provided and click the Search button.
3. A listing of all users that match the search will display at the bottom of the window. Only individuals with admin accounts will display in the search results. Click Add to select a user as the application contact.
The contact's information will display at the bottom of the General Information screen.