diff --git a/docs/user_guide/bank/exports.md b/docs/user_guide/bank/exports.md index b5ffa305c6..634d1dac9f 100644 --- a/docs/user_guide/bank/exports.md +++ b/docs/user_guide/bank/exports.md @@ -246,6 +246,7 @@ You can export different groups of partners by clicking the partner filters whic For each partner in the filtered list the following fields will be exported: - Agency Name, - Agency Email, +- Agency Phone Number, - Notes - Agency Type, - Other Agency Type, diff --git a/docs/user_guide/bank/images/partners/partners_add.png b/docs/user_guide/bank/images/partners/partners_add.png index 555e2bf576..b4b03991ca 100644 Binary files a/docs/user_guide/bank/images/partners/partners_add.png and b/docs/user_guide/bank/images/partners/partners_add.png differ diff --git a/docs/user_guide/bank/images/partners/partners_edit.png b/docs/user_guide/bank/images/partners/partners_edit.png index 346c1ad912..5511c86897 100644 Binary files a/docs/user_guide/bank/images/partners/partners_edit.png and b/docs/user_guide/bank/images/partners/partners_edit.png differ diff --git a/docs/user_guide/bank/images/partners/partners_edit_navigation.png b/docs/user_guide/bank/images/partners/partners_edit_navigation.png index 7345027ded..eacf6f80b5 100644 Binary files a/docs/user_guide/bank/images/partners/partners_edit_navigation.png and b/docs/user_guide/bank/images/partners/partners_edit_navigation.png differ diff --git a/docs/user_guide/bank/images/partners/partners_list_contact_information.png b/docs/user_guide/bank/images/partners/partners_list_contact_information.png new file mode 100644 index 0000000000..fc5a0ceaae Binary files /dev/null and b/docs/user_guide/bank/images/partners/partners_list_contact_information.png differ diff --git a/docs/user_guide/bank/pm_adding_a_partner.md b/docs/user_guide/bank/pm_adding_a_partner.md index 04b80b11fe..40b28da583 100644 --- a/docs/user_guide/bank/pm_adding_a_partner.md +++ b/docs/user_guide/bank/pm_adding_a_partner.md @@ -7,6 +7,8 @@ To add a single Partner, you can either Click on the "Add a Partner" button in This is the name of the agency. It will appear in dropdowns for you to select when filtering Requests or Distributions, or when entering a new Distribution. ### E-mail(mandatory) This is the primary contact for the Partner. Any system emails regarding the Partner, such as notifications of Distributions or reminders of Request deadlines, will be sent to this address. +### Phone Number +An optional phone number for the agency. This is shown in your Partner list (under "Contact Information"), on the Partner's page, and in the Partner export. It is for your reference only -- the system doesn't call or text anyone. ### Default Storage Location Choosing a default Storage Location here is a short-cut that will automatically fill in the Storage Location when you fulfill a Request from this Partner. (Don't worry, you can change it.) ### Group diff --git a/docs/user_guide/bank/pm_other_information.md b/docs/user_guide/bank/pm_other_information.md index 32357c227b..f671347c12 100644 --- a/docs/user_guide/bank/pm_other_information.md +++ b/docs/user_guide/bank/pm_other_information.md @@ -6,5 +6,8 @@ There are a few other things with Partners that didn't fit into any of the secti - Children served -- if the partner is using Child requests, this is a count of active Children (confirm), - Zipcodes - these are directly from the zipcodes entered in the Partner Profile 2/ You can see the prior Distributions for this partner, at the bottom of the view of the Partner. +3/ The Partner list (Partner Agencies, then All Partners) shows each Partner's email and phone number (if you've entered one) under "Contact Information". Click a Partner's name to see their full details. + +![Partner list showing contact information](images/partners/partners_list_contact_information.png) [Prior: Administering partner users](pm_partner_user_admin.md)[Next: Partner announcements](pm_announcements.md)