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Info

Account Contacts are viewed in Account / Communication / Contacts

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The information in this panel reflects the currently selected contact. From here you can change contact details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).

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  • Use Company Address: use the address of the company selected in the 'Company' field

  • Country: the country that the contact resides in

  • Address 1: the address of the contact

  • Address 2: secondary address information (floor number, room number)

  • City: the city that the contact resides in

  • State/Province: the state or province that the contact resides in

  • Zip Code: the postal/zip code for the address

  • Tax Jurisdiction Code: this field will only appear when AvaTax is configured and functional. The code is automatically determined by AvaTax based on the address entered and is used to determine what taxes to apply to service charges. Jurisdiction codes are only evaluated on service or billing contacts, tax jurisdiction codes on other contact types are not used when determining taxes

Info tab

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  • Select Info to Add: allows you to add new contact details (cell number, email address, etc.)