Pathway: Customer > Search > Accounts
This article details the process of adding a new contact to an existing account and editing contact information for contacts already on an account.
Create a New Contact
The following process applies when adding a new contact:
- Select the filing icon from the customer's account.
- Select the green '+' icon from the Contacts editor to display the Add Contact editor.
- Select the Details tab (Add Contact editor).
- Enter the contacts Name and contact information.
- Select Yes if the would like to receive service notifications for all accounts they are a contact for.
- Select Save.
- Select the Customer Portal Access tab.
- Remove the selection from Account (All Sites) if the contact is ONLY a contact for a specific site and not all sites under the account.
- If this is a billing contact for the account, leaving the Account box selected will populate a Billing Contact field in the Details tab. Refer back to the Details tab to indicate if they are a billing contact 1 or 2.
- Select the site the person is a contact for.
- Select Save.
Edit an Existing Contact
The process to edit an existing contact is similar to the process of creating a new contact.
- Select the filing icon from the customer's account.
- Select the green '+' icon from the Contacts editor to display the Add Contact editor.
- Edit the contacts information in the desired fields.
- Select Save when finished.