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Summary

Contact types are setup in order to configure certain types of contacts on accounts (a billing contact, administrative contact, site contact, etc.). Contact types contain contact points which are configured to store contact related data (email addresses, physical addresses, phone numbers, text, etc.). Once a contact type is setup you will be able to add it to an account during account creation or add it to existing accounts (on the Account > Communication > Contacts screen).

The Billing contact type has special meaning in the system. The invoicer's billing contact address is used to determine what taxes apply to service charges on accounts that are configured to use the invoicer. The invoicer's billing contact is also the contact who receives invoices.

Prerequisites

  • N/A

Process

1. Log into your Logisense Billing application

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  1. Under the Contact Types heading on the left select the contact type you wish to delete. For e.g. “Secondary Shipping” contact type has been selected to be deleted.

  2. Under the same Contact Types heading click the below  icon

  3. On the confirmation dialog that appears select Yes.

  4. Contact type will be deleted.

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Next Steps

<<documentation team task: link to next configuration article>>

<<documentation team task: link to API guide which covers the same config process>>

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