REACH Delivery - Possible Existing Contact

When adding a new user, as part of the add a new user function, REACH Delivery will try to find a possible match for the user that you are adding by suggesting user names that are similar phonetically to the user you have added.  Sometimes, therefore, when you add the user the following "possible existing Contact" screen is presented.

 This is a list of possible users (points of contact) that you were trying to add.  The only options on this screen are:

  1. Select the user you intended as the point of contact by clicking the users name and then clicking the icon
     

  2. Decide not to change from the user name you were adding and return from this screen without changing the user by clicking the icon

Please note:   The process of setting up a new user will NOT send them the installer.  The REACH Delivery system will wait for you to complete the send message process with at least a covering note, even if it is just "Hello", before sending the message AND the installer together.  Therefore, when you have added a new point of contact you have to send at least a covering note (and document if you wish) before the new point of contact will be invited to install REACH Delivery.

 

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