Who this article is for: Authority Users
Overview
Contacts in SwiftComply Backflow are individuals associated with locations (properties) where backflow prevention assemblies are installed. Maintaining accurate contact information ensures that communications, notifications, and compliance reminders reach the right people. This article covers how to view, add, edit, and manage contacts.
Viewing Contacts from the Locations Table
The Locations table displays contact information for each location's primary contact directly in the table view:
Column | Description |
Primary Contact | Name of the designated primary contact at the location |
Contact Phone | Phone number of the primary contact |
Contact Email | Email address of the primary contact |
These columns are visible by default when you navigate to Locations from the left navigation menu.
Viewing the Contacts Table
Click Contacts in the left navigation menu.
The Contacts table displays with the following default columns:
Column | Description |
Name | Full name of the contact |
Phone | Phone number |
Email address | |
Address | Street address |
City | City |
💡 You can export the Contacts table to a spreadsheet. When exporting, choose from three column options: all columns, standard and visible columns, or visible columns only.
Adding a Contact to a Location
1. Navigate to Locations from the left navigation menu.
2. Click on a location row to open the detail flyout.
3. Click the Contacts tab.
4. Click the Add Contact button.
5. Fill in the contact fields:
Field | Description |
Name | Full name of the contact |
Phone | Contact phone number |
Contact email address |
6. Click Save.
Editing a Contact
Navigate to Locations and click on the relevant location.
In the detail flyout, scroll to the Contacts section.
Click on the contact you want to edit.
Update the contact fields as needed.
Click Save.
📝 You can also update a contact record by going to the Contacts tab, searching for and selecting the contact record, and click the pencil icon to edit. Click Save once finished.
Designating a Primary Contact
Each location can have one contact designated as the Primary Contact. The primary contact's name, phone, and email are displayed directly in the Locations table for quick reference.
Open the location detail flyout.
Enter edit mode by clicking the edit button (pencil icon).
Use the Primary Contact dropdown to select the contact you want to designate as primary.
Click Save.
📝 Only one contact per location can be designated as primary. Changing the primary contact automatically removes the designation from the previous primary contact.
Removing a Contact from a Location
Open the location detail flyout and navigate to the Contacts section.
Click on the contact you want to remove.
Click the Pencil Icon to edit the record.
Click the Red Trash Can Icon.
Click Delete from Location
⚠️ Removing a contact from a location unlinks them from that property. It does not delete the contact record from the system.
Deleting a Contact
Open the location detail flyout and navigate to the Contacts section.
Click on the contact you want to remove.
Click the Pencil Icon to edit the record.
Click the Red Trash Can Icon.
Click Delete Contact.
⚠️ Deleting a contact from the system is permanant and cannot be undone.
Contacts and Communications
SwiftComply Backflow uses contact information for communications sent to locations. Accurate contact data ensures that:
Compliance reminders reach the correct recipients
Notifications about test reports and surveys are delivered
Bulk communications target the right people at each property
💡 Regularly review and update contact information to ensure communications are delivered successfully.
Contacts at Multiple Locations
If the same person is a contact at multiple properties, they must be added separately to each location. Contact records are linked per-location, so a single individual will have a separate contact association for each property they manage.
FAQ
Q: Where can I see all contacts in one place?
A: Click Contacts in the left navigation menu to view the full Contacts table, which lists all contacts across all locations.
Q: Can one person be the primary contact at multiple locations?
A: Yes, but they must be added as a contact at each location individually. Each location manages its own primary contact designation independently.
Q: How do I export contact data?
A: Navigate to the Contacts table from the left navigation menu. Use the export feature and select your preferred column option: all columns, standard and visible columns, or visible columns only.
Q: What happens if I remove a contact from a location?
A: The contact is unlinked from that location, but the contact record itself remains in the system. Their information will no longer appear in the Locations table columns for that property.