Page Comparison

Overview

Contacts contain contact details for various personnel related to the account (account administrators, billing contacts, technical contacts, on-site contacts, etc.). From this screen you can add and remove these contacts or modify their contact details.

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

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Adding Contacts

1. Under the Contacts heading on the left click the  icon

2. The Add New Contact pop-up will load, on this screen pick the type of contact you are adding to the account then click Add

3. In the Add Contact panel enter the contacts details (name, company, etc.)

4. On the Info tab click the Select Info to Add field to select a specific contact detail you wish to add (cell phone, email address, etc.) then click + New

5. On the pop-up that appears supply the contact information and click Add

6. Repeat the process of adding contact details until you have the contact information you require

7. Click on the Address tab

8. If required/desired populate the contact's address details or select Use Company Address (if the contact's address is exactly the same as the address entered for their company)

9. Click Save to add the contact to the account

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Editing Contacts

1. Under the Contact heading on the left click the contact you wish to edit

2. Under the Edit Contact heading on the right modify the contact details

3. Click Save when finished making changes

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Deleting Contacts

1. Select the contact you wish to delete in the list on the left under the Contacts heading

2. Under the same Contacts heading click the  icon

3. On the confirmation dialog click Yes to confirm that the selected contact should be deleted from the account