ServePath Blog

Yesterday we pushed out a new feature, called My Contacts, to the my.ServePath.com portal that allows you to define contact information in order to ensure that proper contacts are notified at the appropriate times. Often certain types of communications need to go to specific individuals, finance to a Billing User, technical to a System User and perhaps the CEO wants to receive all types of information. The new Contact Management module is located in the main dashboard of the ServePath portal.

Our goal with creating this feature is to ensure accurate, targeted and timely dispersal of critical messaging coming from ServePath.

The Details

There are 4 roles that can be assigned to contacts now:

• Super User – Super Users are contacted for all forms of communication. Every account must contain at least one Super User.
• System User – System Users are contacted for technical support, maintenance and other technical issues. We recommend having at least 1 System User.
• Billing User – Billing Users are contacted for financial, billing or account-related issues.
• Read-Only User – Read-Only Users are secondary users who are contacted if any of the above users are unavailable.

The contact form can be quickly filled out as there are only a few critical details, namely:

• Name (required)
• Email Address (required)
• Phone Number (required)
• Role (required)

Here is what it looks like:

Contacts can be easily created, edited and deleted from within the My Contacts module. You can see the list of created contacts as well:

We believe this new feature is very important for any ServePath customer to have accurately set up and recommend that it is filled out immediately. It only takes a few minutes to ensure that your communications are going to the proper contact person.