Creating Contacts and Contact Groups

Sigma enables you to create contact and contact groups in Studio in order to send reports based on the selected contact or contact group in Sigma application.

Perform the following steps in Sigma Studio to create user contacts and contact group for sending reports:

1. Click Manage > User Contacts.
   
   
   
   The Contact form page for creating User Contacts appears as shown on the following screenshot:
   
   
   
   The list of existing user contacts and contact group appears on the list.
2. Select the Application ID.
   
   
3. Click the plus icon ( ) to add a new contact.
   
   
   
   The Add Contact page appears as shown in the following screenshot:
   
   
4. Provide user name on the Name field.
5. Provide user's mail ID on the Email Id field.
6. Provide user's mobile number on the Mobile Number field.

7. Provide the alternate mobile number if required and click Add to add the contact.

   When you try to exit the User Contacts screen, before saving the user contact details, a warning pop-up message appears, as shown in the following screen shot:
   

   • Click Cancel, if you do not want to exit the User Contacts screen.
   • Click Ok, if you want to exit the User Contacts screen.

   
   
   A success message appears.
   
   

8. Click Ok.
   
   The created Contact is added to the list. You can delete or edit the contact by clicking the respective icons.

   
   
   Now perform the following steps to create a contact group:

9. Click the plus ( ) icon.
   
   
10. Provide a Group Name. Here, ACD Group is provided as the group name.
    
    

11. Click the Contact Search lookup field and select the Contacts of your choice.

    To select a contact, click the Plus  icon.

    
    

    The contacts are selected, as shown in the following screen shot:
    
    

12. Click the Save icon to save the contact group.

    To enable the selection of the created contacts and contact groups for a particular report, ensure that you have selected the SMS and SMTP options in the Notification Channel drop-down list by accessing the Additional Info tab on the Information Report screen. For detailed information on configuring reports, refer Configuring Reports. To configure notification templates for a report, refer Notification Template for Sharing Reports.

    When you try to exit the User Contacts screen, before saving the user contact group details, a warning pop-up message appears, as shown in the following screen shot:
    

    • Click No, if you do not want to exit the User Contacts screen.
    • Click Yes, if you want to exit the User Contacts screen.

    
    
    
    A confirmation message appears.
    
    

13. Click Ok.
    
    The created contact group appears, as shown in the following screen shot:
    
    
    Make sure to select the contact or the contact group while generating a report on selecting either SMS or Email option in Sigma Application. Refer Sharing Reports for more information on sharing reports.