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Account Contacts are viewed in Account / Communication / Contacts |
Guides in this article:
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 Billing contact is required by default on accounts. If you wish to make the Billing contact optional edit its configuration on the contact types screen. |
Contacts Panel
The Contacts panel towards the left of this screen allows you to select existing contacts on the account in order to view or edit the contact details in the Edit Contact panel (shown when a contact is selected). Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.
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Under the Contact heading on the left click the contact you wish to edit
Under the Edit Contact heading on the right modify the contact details
Click Save when finished making changes
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Deleting Contacts
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Note: you cannot delete a contact if it is configured as required on the contact types screen. |
Select the contact you wish to delete in the list on the left under the Contacts heading
Under the same Contacts heading click the
iconOn the confirmation dialog click Yes to confirm that the selected contact should be deleted from the account