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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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First Name: the contact's given name
Last Name: the contact's surname
Title: the contact's title (Mr. Mrs., etc.)
Company: the company the contact works for
Contact Type: the role the contact fills in relation to the account
Use Address for Taxing: this option will only appear on billing contacts. When enabled this setting will cause the physical address of the billing contact to be used to determine what taxes to apply to service charges, provided no service contact exists on the account. If a service contact is setup on the account that contact's address will be used and this setting will be ignored
Address tab
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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 code is automatically determined in systems configured to tax using AvaTax. It The Jurisdiction code is based on the saved contact address and is used to determine what taxes to apply to service charges on the account. Jurisdiction codes are only evaluated on service or billing contacts, tax jurisdiction codes on other contact types are not used when determining taxes. As of LogiSense Billing version 10.3.3 this value can be manually overridden so that taxes for an alternate jurisdiction can be applied to transactions if needed (for instance, taxes applicable at a contact's previous address could be applied to a credit). If this value is manually overridden the previous tax jurisdiction code will be listed within the Tax Jurisdiction Code field to let you know what the last jurisdiction code was set to. Manually entered jurisdiction codes will be automatically updated (i.e. overwritten) if a new address is entered and saved on the contact
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Under the Contacts heading on the left click the
iconThe Add New Contact pop-up will load, on this screen pick the type of contact you are adding to the account then click Add
In the Add Contact panel enter the contacts details (name, company, etc.)name and title
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
On the pop-up that appears supply the contact information and click Add
Repeat the process of adding contact details until you have the contact information you require
Click on the Address tab
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)
Click Save to add the contact to the account
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