Page Comparison

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

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Guides

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 name and title

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

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