Add and Edit Account Contact
Last Modified on 09/10/2024 11:07 am EDT
Pathway: Accounts > Search > Accounts
The View Contacts tool, accessible in the Account Details section of the customer service screen, provides users the ability to add and edit contacts associated with accounts and sites.
Permissions
The following permissions are required to view, add and edit Contacts:
| Permission ID | Permission Name |
5
| View Accounts |
6
| View Sites |
| 138 | Edit Non-Prospect Account / Site Contact Information |
Add a New Contact
From the Account section of the Customer Service screen, select the 'View Contacts' icon to open the Contacts screen. Selecting the green '+' Add icon, the Add Contact popup editor will display. This section covers each of the tabs used to create, edit, or monitor activity with a contact.
The Details tab of the Add/Edit Contact screen collects the necessary contact information for the contact including the their preferred notification method.
Add Contact
- Select the green +icon in the account section of the Customer Service screen and select Contacts from the list. The Contacts popup editor will display.
- Select the green + icon from the Contacts editor to display the Add Contact editor.
- Select the Details tab.
- Enter the contact's Name and contact information.
- Select Yes if the contact should receive service notifications for all accounts they are a contact for.
- From the Service Notification Method drop down, indicate how they will receive notifications.
- Select Save when finished.
Notification Settings
Notification Setting
| Description |
Receive Service Notifications
| Optional setting that allow the account/site contact to receive service notifications to the method identified in the 'Service Notification Method' field. |
Service Notification Method
| If 'Receive Service Notifications' is set to 'Yes,' choose the preferred method for the contact to receive notifications.. |
Receive Invoice Notifications
Only displays on Edit Contact screen
| Option to allow a non-billing contact to receive invoice notifications. To set this up for a non-billing contact, the following is required:- This field only displays IF 'None' is selected for the Billing Contact field and the contact link type is Account-level.
|
Receive Past Due Notification
Only displays on Edit Contact screen
| Option to allow a non-billing contact to receive past due notifications. To set this up for a non-billing contact, the following is required:- This field only displays IF 'None' is selected for the Billing Contact field and the contact link type is Account-level.
- The primary billing contact on the account must have their delivery option set to email. This setting ensures that additional non-billing contacts can also receive invoice notifications via email.
|
The Customer Portal Access tab designates which sites a contact on the account should have portal access to.
- Select the Customer Portal Access tab.
- Leave 'Account (All Sites)' selected and the user will have access to all sites belonging to the account. Otherwise, unselect the check box and select only the sites the user should have portal access to.
- Select Save when finished.
Tab: Tags
Tags are created in Setup > Sales > Tag Type and are only indicators, or flags for a contact.
Tab: History
The History tab provides a history of emails sent from the Customer Service screen to the contact. This does not include invoice emails sent from AR History.
The process to edit an existing contact is similar to the process of creating a new contact.
- Select the View Contacts icon from the Account section of the Customer Service screen.
- Double click within the row of the contact you would like to update and the Edit Contact popup editor will display.
- Update the necessary fields.
- Select Save when finished.
