1 | Operator Contacts

This article covers an overview of Operator Contacts and how they are managed in BackOffice. Operator Contact Lists define specific groups of people to send a Message to and in a defined format, such as Email or SMS. In other words, Contact Lists are Groups of Operators that will receive the one Message/notification that is sent.

This article covers an overview of Operator Contacts and how they are managed in BackOffice.

Operator Contact Lists define specific groups of people to send a Message to and in a defined format, such as Email or SMS.

In other words, Contact Lists are Groups of Operators that will receive the one Message/notification that is sent.

There are privileges in Operator Maintenance to allow individual Operators to send Messages

To Enable this, select the desired Operator to edit Operator Maintenance > Marketing & Promotions Tab
Refer to the "Messaging" flags for specific privilege options

To enable messaging for the Venue, go to Venue Maintenance > Messaging & Billing Tab
Fill in the necessary details such as Messaging Device Setup, Email Setup, and Scheduled Billing

Once messaging is enabled in the Venue, the most important setups needed for Messaging are related to Operator and Account Settings, and Contact Lists
When messaging from BackOffice there are Operator Privileges (above) that need to be checked in order for that Operator to send Messages
Likewise, the System must have details of each Operator or Account in order to receive a Message

With these setups in place, Messaging to Operators, Operator groups, Accounts, Account Groups, or Contacts Lists can begin

Display Venues: When used, the Contact List will only be available at the chosen Venue/Venue Group
Name: Give the Contact List a logical Name which will not create confusion among other Operators and prevents the possibility of duplicate lists
Inactive Flag: Will mark the Contact List as inactive; messages set to be sent to this Group will cease and the Group will no longer be available to view in SmartPOS
Hide From Till Flag: Will hide the Contact List in SmartPOS; this is often used for Contact Lists that are to be used in the case of "Auto Reports"
Add New Contact: Select the "Add New Contact" button and the below screen will appear:

Select the drop-down menu under the Operator heading and choose the 1st operator to add to the contact list

By adding an Operator Group (these are shown in BOLD) all Operators in the selected Group will be added to the Contact List

From the Contact Mode drop-down choose the method that will be used to communicate the Message

The system will populate the Contact Data from the contact information associated with the Operator Record

Edit Operator: The Operator Maintenance screen for the current highlighted operator will be displayed

Operator contact details ban be Added and Edited from this window; this is an easy way to add any missing details to ensure the Operators receive the required messages

Delete Contact: Will remove the current highlighted Operator from the Contact List

Opens the Contact List and the same options are available as when creating a new Contact List

If the Contact List is being used to send Alerts to, a Warning Prompt will be shown and Operator will be prevented from removing the Contact List

To remove this List, Operators must first change the assigned Contact List where applicable

Will copy the current highlighted Contact List like for like while creating a new Contact Number, Operators can now edit this contact number

It is strongly recommended that Operators change the name of the copied Contact List so as to prevent confusion