Account Contacts Creation Example

Summary

Contacts contain contact details for various personnel related to the account (account administrators, billing contacts, technical contacts, on-site contacts, etc.). In this example we will create a new Admin type contact.

For additional details on the fields presented on this screen see the Account Contacts guide.

Prerequisites

• Before you can add a contact to an account you must complete the steps in the New Account Creation Example.

Sample Configuration

1. Log into the LogiSense Billing application

2. In the search area at the top of the page, set the Search Filter to Account and then enter the name of the sub-account we created in Child Account Creation Example. Select it from the list and then click the arrow button to go to the accounts overview page

   

3. Under the Account menu click on Communication
   

   

4. Click on Contacts in the top right of the screen then the + button to add a new contact
   

   

5. Select Admin as the contact type from the dropdown menu and click Add
   

   

6. Fill out the required fields (marked with the red left border), then click on the Address tab. Fill out the required address information for your contact (marked with the red left border) and then click the Save button.
   

   

Result

1. Your new contact has been added to your account

   

2. To Edit the contact you can select it from the Contacts list. This will show you the Edit Contact screen.

   

3. To delete the contact, you can select it from the Contacts list and click the trash can button

   

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>>

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