Multiple Contact Types and Subcontractor Job History (May 4th, 2023)

Derek Torres
Derek Torres
  • Updated

Today's release sees the following additions to the ServiceTrade Web App:

  • The ability to select multiple contact types for a contact.
  • Visibility on the Job History when Subcontractors are scheduled or assigned to the Job.

Select Multiple Contact Types for a Contact

Now you can select multiple Contact Types for a contact on the Contacts List Page.

Follow the instructions below to update Contact Type on the Contact List Page:

  1. On the Navigation Bar, hover over Customers.
  2. Click Contacts.
  3. Search and select the contact.
  4. Click the Types field.
  5. Search and select the Contact Type. Repeat as many times as needed.
    Contact_Types.png
  6. Click Update Contact.

Follow the instructions below to update Contact Types on the Company and Location Page:

  1. To begin, navigate to the Company or Location to which you want to edit a Contact.
  2. Click the Contacts icon next to the name of the entity.
    ST-Office-Contact_On_Location_Button.png
  3. Click the pencil icon next to the contact you want to edit.
  4. Click the Types field.
  5. Search and select the Contact Type. Repeat as many times as needed.
    Screenshot_2023-05-05_at_3.04.08_PM.png
  6. Click Update Contact.

 

Custom Contact Types

If you are an Account Admin or have been granted the activity 'Edit Contact Types' you will be able to create and edit custom contact types.

Screenshot

  1. When adding or editing a contact, select the Types drop-down menu.
  2. Type in your custom contact name. If the contact type does not exist in your account, you will see "(new)" next to your custom contact type.
    Screenshot
  3. Clicking Enter when you are done writing the new custom contact type.
  4. Finish the other steps of editing or creating a contact, then click Update Contact or Edit Contact to create the contact and new custom contact type.

Note: your new custom contact type will now be available in the Types drop-down under the Custom types section.
Screenshot

 

Contact Type API Changes

Important Note: This change includes a corresponding change to the Contact API endpoint. With this release, the type field on the contact object (representing a single contact type) is deprecated in favor of a types array (representing multiple contact types).

On GET, the contact endpoint will return both type and types properties.  The value of the type property will be the alphabetically first member of the types array; for example:

{
...
type: 'management',
types: ['scheduling', 'management']
...
}

 

On POST and PUT, the contact endpoint will accept both type and types properties.

  • If only type is provided, the types array will be populated with a single member, which is the value provided for type.
    • On PUT, the existing values of the types array will be completely replaced by the single value provided for type.
  • If only types is provided, the types array will be populated as specified, and type will be populated with the alphabetically first member of types.
  • If both type and types are provided, the type property will be ignored, and both the type and types values will both be populated as if only the types property had been provided.

Job History Shows Subcontractor Activity

When a Subcontractor is assigned or scheduled to a Job, those actions will be recorded in the Job History. 

See the below example:

Screenshot_2023-05-02_at_10.57.59_PM.png

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