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. On the home page of Sigma Studio, click Manage > User Contacts.
   
   
   
   The User Contacts screen appears as shown on the following screenshot:
   
   
   
   The list of existing user contacts and contact group appears on the list.
2. Select the Corporate Client from the search field on the top right-hand side.
   
   
3. Click the Plus icon () to add a new contact.
   
   
   
   The Add Contact screen appears as shown in the following screenshot:
   
   
   
   
4. Provide the user name in the Name field.
5. Provide user's mail ID in the Email Id field.
6. Provide user's mobile number in the Mobile Number field.

7. Provide the alternate mobile number in the Alternate Mobile Number field 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 either edit or delete the created icon by clicking the Edit  and Delete  icons respectively. 

   
   
   Now perform the following steps to create a contact group:

9. Click the Plus () icon.
   
   

10. Provide a Group Name. Here, Mailing Group is provided as the group name.

    By default, the List of Emails checkbox is enabled, while you create a contact group. The List of Emails options is applicable only for contact groups.

    

    
    
    
    

11. Enter the custom or typical Email IDs in the Emails text field.

    Specify the Email IDs, by making use of the comma separator. e.g. santner@xdvassets.com,robin@xdvassets.com,henry@xdvassets.com.

    1. Click the Save  icon to save the contact group.
       
       
       Once the contact group is created, a confirmation message appears, indicating a successful creation of the contact group, as shown in the following screen shot:
       
       
       
       
12. To clone the created contact group, click the Clone  icon, whereas to delete the contact group, click the Delete  icon.
    
    
13. Click the Plus  icon to create a new contact group with user contacts.
    
     

14. Provide the contact group name in the Group Name field, e.g. ACD Group and deselect the List of Emails checkbox.

    If you deselect the List of Emails checkbox, only then the Contact Search lookup field will appear.

    
    
    
    

15. 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:
    
    

16. 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 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, indicating a successful creation of the contact group.
    
    

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