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Summary

Account setting is used to define account related configurations for e.g. Contact Types, Status Types and Account types. Once configured, these will be available for Account entities as required for configuring the account status, contacts and account type for an Account or Company.

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 invoicesIn this example we will add a secondary shipping contact which will require that its physical address is populated when the contact is added to an account.

For additional details on the fields presented on this the contact types screen see the the Contact Types guideScreen screen help article.

Prerequisites

• N/A

Process

1. Log into your Logisense Billing application

2. Click on the “Setup” menu then Users and Accounts. Then click on Accounts.

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3. Under Accounts settings, Click on Contact Types

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Adding Contact Types

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Under the Contact Types heading on the left click the '+'  icon

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• Contact types can be setup immediately, there are no prerequisite configuration steps

Sample Configuration

Adding a Contact Type

1. Log into the LogiSense Billing application

2. Click on the Setup menu, Users & Accounts and then Accounts

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3. On the Contact Types screen under the Contact Types section click the button to add a contact type

4. Under the Add Contact Type heading on the right specify the contact type details

   1. Enter the name for e.g. “Secondary Shipping” as shown in Fig-1

   2. Select the Contact type for e.g. Other as shown in Fig-1

   3. Specify the description for e.g. “Secondary Shipping“ as shown in Fig-1

   4. Select the checkbox for Required, Show on New Account and Show on Overview as required.

5. To add contact details that can be attached to this contact type click on the + New button on the Contact Points tab.

   1. On the Add Contact Point modal enter a Name (e.g. 'secondary shipping address') then choose the appropriate Data Type (e.g. 'Address'). Select 'Allow Multiple' if you want the user to be able to add the same contact point multiple times and 'Required' if you want to make it a requirement to add the contact point. Two contact points i.e. Address and Email have been added as shown in Fig-1.

   2. Repeat the step above to add additional contact points if desired

6. Click Save to add the new Contact type.

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   Fig-1

7. Once saved, this contact type can be selected from the ContactType dropdown on the Communication page of the account as shown in the image below.

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Deleting Contact Types

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 delete icon 

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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>>

Related Guides

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

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1. 1. Name: ‘Secondary Shipping’

   2. Contact Type: ‘Other’

   3. Description: optional additional detail

   4. Required: unchecked. This setting determines if the contact must be setup when creating a new account. In this configuration example a secondary shipping contact is setup as an optional contact, not a required contact

   5. Show on New Account: unchecked. Determines if the contact type fields will be displayed on the contacts screen when creating a new account

   6. Show on Overview: enabled. If the secondary shipping contact is setup on an account then the contact details will appear on the Account / Overview screen

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2. Under the Contact Points tab click the + New button to load the Add Contact Point modal and configure an address contact point on the contact

   1. Name: enter a name e.g. ‘Address’ or ‘Shipping Address’

   2. Data Type: specify that the contact point data should follow an address format

   3. Allow Multiple: enable this if you want to be able to add multiple contact points of this type (i.e. add multiple addresses on the contact)

   4. Required: set this so that the secondary shipping contact is required to have an address configured on the contact

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3. Click Add to add the contact point. If you wish to configure and require more contact points you can repeat the process above (e.g. add a phone number as a contact point for the secondary shipping contact)

4. The contact configuration can now be saved. Click Save to commit the changes

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Result

Account / Communications / Contacts / Add Contact

The contact type is now available when adding contacts to accounts

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As per the contact point configuration, the contact cannot be saved on the account unless an address is supplied. The image below shows the results of attempting to save a secondary shipping contact on an account without entering address details.

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Next Steps

• A currency exchange must be configured as an exchange is required when setting up a bill run. See the Currency Exchange Configuration Example article