CONTACTS
Contacts are individuals directly involved with the account
When a contact is linked to a service item, that item will either be shipped to their attention or emailed directly to them (for image files, etc)
It is important to make sure each contact has:Â
First & Last Name
Account Name
Title
Phone
Email Address
When a contact changes, edit the existing record to ensure any associated service items are updated as well
Occasionally a district contact will be the recipient of a service item, or the data contact. In those cases, their contact record should be associated with the district's account, not the school