Contacts

Contacts identify whom to contact about an account. You can associate multiple addresses, phone numbers, and email addresses with a customer billing account. When you create the customer’s billing account, the customer normally provides a service postal address. The customer also can supply a billing address, a shipping address, and one or more contact numbers. A billing address might be required for certain payment methods, such as credit card. Contacts can be added when you set up a payment method or on the Accounts workspace. Contacts are managed from the Account workspace and can be changed at any time. An account can have an unlimited number of contacts.

If a single postal address is provided, by default that address is assigned to all the following postal address types:

  • Service postal address
  • Billing postal address
  • Shipping postal address

You do not have to create a separate contact if the person that you sold to is also the person that you are billing. You can use one contact for the billing address and the service address.

What Happens After You Create a Contact?

You can manage Contacts on the Account workspace. Additionally, you can add a billing contact when you create a payment method for the customer account. Contacts can be deleted or edited at any time as needed.

Viewing Contacts

To view contacts associated with the billing account:

  1. Navigate to the desired billing account and click the Summary tab.
  2. Click the Contacts detail tab to view the contacts that already exist for the account.

You can also create new contacts, edit, or remove ones that you no longer need.

Adding a Contact

To create a new contact:

  1. Navigate to the desired billing account and select Create Contact from the action menu.
  2. In the Create Contact window that appears, enter the contact information:
    • First Name*—Enter the customer’s first name.
    • Last Name*—Enter the customer’s last name.
    • Company Name—Enter the company name associated with this contact.
    • Addresses*—Select the associated Billing, Service, or Shipping address. You can select to enter all three addresses or make Service or Shipping addresses Same As Billing.
    • Fields marked with an asterisk (*) are required.

      Note: Optionally, use the Configure Fields menu to add additional fields if necessary.

  3. Once you have entered all required information, click Create Contact or click Create Another to create the contact and open another Create Contact window.

Editing a Contact

To edit the contact information:

  1. Navigate to the desired billing account, click Summary, and then click the Contacts detail tab.
  2. Under Actions, click the ellipsis button , and then click Edit.
  3. In the Edit Contact window that appears, modify the needed fields, and then click Edit Contacts.

Deleting a Contact

To delete the contact:

  1. Navigate to the desired billing account, click Summary, and then click the Contacts detail tab.
  2. Under Actions, click the ellipsis button , and then click Delete.
  3. In the Confirmation window that appears, click Yes.

The contact has been deleted and is removed from the Contacts tab.