Difference between revisions of "Contacts"

Revision as of 18:00, 5 May 2016

Users can use the Contact function to quickly and easily fill out Termite Reports.

How to Add a New Contact

1. Open the Contacts window by clicking on Contacts in the Navigation Panel.
2. Click NEW CONTACT on the bottom left.
3. Input the contact information.
4. Click SAVE when finished.

Using Contacts in Termite Reports

When creating a new Termite Report, notice the phonebook icon (ICON) on the top right corners of some categories. This signifies that you can use your preloaded contacts to fill out some categories, saving time and energy.

1. Press (PHONEBOOK ICON) to open the Contacts window.
2. Click directly on the contact you want to choose.
3. The Contacts window will disappear, and in its place, the category will be filled out with the corresponding contact information.

Importing Contacts

1. Click IMPORT CONTACTS on the Contacts List
2. If you have already downloaded the Contacts template, you may skip this step. If you haven't, click DOWNLOAD TEMPLATE. You MUST format the spreadsheet correctly for the import to work.
3. The template will begin downloading. Click the file on the bottom bar of your browser to continue.
4. Fill out the spreadsheet following the outlined categories. When you have finished, make sure to save.
5. Go back to TermiteKiosk. Now, at the Import Contacts screen, click SELECT A FILE and locate the saved document in your computer, and open.
6. Click IMPORT

All the contents from the spreadsheet will appear in the Contacts List.