Contact Profile

Contact and Contact Info

Contact Profile 1.png
  • Prefix: A word or letter that will go in the beginning of Name

  • First Name: Contact First Name

  • Last Name: Contact Last name

  • Type: Contact Type

  • Job Title: Contact Job Title

  • Department: Assigned department

  • Division: Assigned Division

  • Phone Number: Contact Phone Number

  • Email: Contact Email Address

  • Language: Preferred Language

  • Delete: Allows to Delete Contact Profile

  • Schedule: Contact work schedule

  • Supervisor: Contact Supervisor

  • Office Phone: Office Contact Number

  • Ext: Phone Extension

  • Vendor: Preferred Vendor

  • Alternate Phone: Contact Alternate Phone Number

  • Alternate Email: Contact secondary email

  • Customer: Assigned Customer

Location

  • Primary Address

  • City

  • State

  • Zip Code

  • Facility

Documents

  • Notes

  • License Number

  • Expiration Date

  • State

  • Class

  • Good to Drive

  • Restrictions

  • Training Completed

  • Renewal Date

Notifications

Contact notifications in RTA Fleet are alerts that come through email, text message, or push notification according to how they're set up. These notifications can be for various events such as PM Due Soon, PM Due Now, PM Past Due, Vehicle Status Change, and Unavailable Status

How to Enable Notifications for an Asset

  1. In the Selected Assets window, click the (+) icon and search the asset you want to receive notifications on.

  2. Click the check box next to the asset and click Add.

  3. Choose the type(s) of notifications you’d like to enable by checking the appropriate boxes: Email, SMS, or Push.

Custom Fields

  1. Click in the Apply New tab and select the custom field you want to add from the drop-down list

Contact Profile 2.png

  1. Click the (plus) and the custom field should now display in the custom field window

image-20250411-225632.png

Attachments

Refer to Attachments