This notification shows all the Contacts that at least one of their below information is missing.
- Title
- Primary Phone
To access the notification
When the notification is enabled and if at least one of their required fields is missing information, then you will see the notice next to the Bell icon located on the upper right corner of your screen. Once you click the Bell icon, you will see the message of "There are xx contacts with missing information."
After you click on the message, you will see the below screen.
On this screen, you may see 3 different icons in front of each contact information:
- Person icon
- Once you click on this icon, the Contact Profile will show.
- Suitcase icon
- Once you click on this icon, the Agency Profile that Contact is associated to will show.
- Building icon
- Once you click on this icon, the Account Profile that Contact is associated to will show.
Note that if the Contact is not associated to Agency and Account, only Person icon shows in front of the Contact.
Also, you can sort each column by clicking the arrows next to each column header.
To update the Contact information
You can update any fields including First and Last name on the screen by clicking into the field, typing in the desired value, then clicking a green checkmark to save the value or press the Tab on your keyboard to automatically save the value and go to the next field.
Once all the required fields (Title, Email and Primary Phone) have been filled out, the green checkmark will show on the right side of the Contact. After you refresh the page or visiting this notification again, the Contact will no longer display on the screen because all of their required information have been filled out. Note that the Country, Address, Address2, City, State, and Zip field are optional.
To remove the notification
You can remove this notificaiton from the Bell icon by clicking Bell icon and then the checkmark next to notice message. Please keep in mind this notice will show on the Bell icon again once you have a new contact that their required information (Title, Email and Primary Phone) are missing
Note: If you accidently removed the notification from the Bell icon, you can still access the screen of the notificaiton by navigating to https://XXXX.matrixformedia.com/monarch/#/alerts/alertResults/contacts. Please make sure you replace XXXX with your company name.
To disable the notification
If you don't want to receive the notice, please turn it off by
1. Clicking on the Bell icon in the top right corner, and then click on the gear icon.
2. Click Default Notifications tab.
3. Click Off in front of the Contacts with missing Rac Information.
