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
2. Click on the “Setup” menu then Users and Accounts. Then click on Accounts.
3. Under Accounts settings, Click on Contact Types
Contact Types Panel
The Contact Types panel on the left of this screen allows you to select existing contact types to view and edit on the Edit Contact Type panel to the right. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.
Contact Type Fields:
Name: a descriptive name for the contact type (Admin, Billing Contact, etc.)
Contact Type: the back-end contact type. These contact types can only be used once, with the exception of the 'Other' contact type which can be used on any additional contact types you create. Billing contacts setup on invoicer accounts receive invoices and the billing contact's physical address is also used to determine what taxes apply to account-services charges. Base Contact type which are available are as follows:
Billing
Shipping
Technical
Service
Administrative
Other
Description: an optional description for the contact type
Required: determines if the contact type must be setup when creating a new account. When required is enabled the 'Show on New Account' setting will automatically be enabled as well
Show on New Account: determines if the contact type fields will be displayed on the contacts screen when adding a new account. If the 'Required' option is not set then the contact type details will be displayed when creating an account but the user will not be required to populate the contact details
Show on Overview: contact details for the contact type in question will appear on the Account > Overview screen when this option is enabled
Contact Points tab
This tab displays the contact details that the contact type can store, these details are sub-elements called 'Contact Points'. Contact points are configurable and are used to capture contact information such as the contact's address, phone numbers, email addresses, etc. From this tab you can view, add, edit and remove contact points.
The available actions are described below:
Adding Contact Types
Under the Contact Types heading on the left click the '+' icon
Under the Add Contact Type heading on the right specify the contact type details
Enter the name for e.g. “Secondary Shipping” as shown in Fig-1
Select the Contact type for e.g. Other as shown in Fig-1
Specify the description for e.g. “Secondary Shipping“ as shown in Fig-1
Select the checkbox for Required, Show on New Account and Show on Overview as required.
To add contact details that can be attached to this contact type click on the + New button on the Contact Points tab.
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.
Repeat the step above to add additional contact points if desired
Click Save to add the new Contact type.
Fig-1
Editing Contact Types
Under the Contact Types heading on the left click the contact type you wish to edit. For e.g. “Secondary Shipping” contact type has been selected to edit.
Under the Edit Contact Type heading on the right modify the contact type details.
On the Contact Points tab add, edit or delete contact points as needed. For e.g. a new contact point has been added for Phone as shown in Fig-1
Click Save when you have finished making changes.
Fig-2
Deleting Contact Types
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.
Under the same Contact Types heading click the below icon
On the confirmation dialog that appears select Yes.
Contact type will be deleted.
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>>