Enabling Add Alternate Contact Option
You can enable or disable the option to capture the alternate contact.
To enable the Add Alternate Contact option:
1. Navigate to Engage Setup > Mobile App Settings > Request > Technician Visit.
2. Click the toggle button to enable or disable.
3. Click Save to apply the changes.
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To comply with the GDPR (Data Privacy Rules):
The alternate contact, if enabled and captured for a request, exists when the request is in a Submitted, Open, or In-Progress state.
When the request is moved to the Completed or Cancelled state, the alternate contact details are deleted permanently.
You must activate the Engage - Delete Alternate Contact triggered flow. For more information, see Activating Triggered Flow.
Technician Visit — Enabling Add Alternate Contact Option
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