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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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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 modifiednote: fields with a magenta left border are required).
Contact Fields and Options:
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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: The tax jurisdiction code (a.k.a. pcode) 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. 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 previous jurisdiction code was set to. Manually entered jurisdiction codes will be automatically updated (i.e. overwritten) if a new address is entered and then saved on the contact
Info tab
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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