Account Management/Customer Screen/Contacts - Revision history

Scarpenter at 05:40, 11 November 2016

2016-11-11T05:40:56Z

Scarpenter: /* Adding an Account Contact */

2016-08-05T08:07:48Z

‎Adding an Account Contact

Scarpenter: Created page with "{{DISPLAYTITLE: Account Contacts}} = Overview = The '''Customer > Contacts''' tab provides users with the ability to manage account contacts, or people who may be associated w..."

2016-08-05T07:47:35Z

Created page with "{{DISPLAYTITLE: Account Contacts}} = Overview = The '''Customer > Contacts''' tab provides users with the ability to manage account contacts, or people who may be associated w..."

New page

{{DISPLAYTITLE: Account Contacts}}
= Overview =
The '''Customer > Contacts''' tab provides users with the ability to manage account contacts, or people who may be associated with the account. When an [[Account/AccountCreation|account is initially created]], the user is asked to provide the two mandatory account contacts:

* a '''primary contact''' - the person who is responsible for the account, or the account owner.
* a '''billing contact''' - invoices will be sent to the billing contact. The primary and billing contact can be the same person, or different people.

Once the account is created, an unlimited number of additional contacts via this screen.

Account contacts should not be confused with service-level contacts that are a mandatory component of some [[Service_Types|service types]]. While in many cases the individuals may be the same people, the system considers these contacts as separate entities.

== Adding an Account Contact ==
To add a contact:

'''Nav: Customer > Customer List > Customer Screen > Contact'''

The user will be taken to the contact list.

[[file: Customer-contact-list.png|1200px|Account Contact List]]

Click '''Add New Contact''' to be taken to the contact details screen.

Complete all fields as needed. This contact form is standard for all contacts in Emersion and most of these [[Account/AccountCreation|fields are documented on this page]]. Users should take note of the following specific fields related account contacts.

; Set Contact As
Check the relevant box to flag this contact as either a primary or billing contact. If another contact is already flagged as the primary or billing contact, the setting will be overwritten.

When you have completed the form,

@@ Line 1: / Line 1: @@
 {{DISPLAYTITLE: Account Contacts}}
 = Overview =
-The '''Customer > Contacts''' tab provides users with the ability to manage account contacts, or people who may be associated with the account. When an [[Account/AccountCreation|account is initially created]], the user is asked to provide the two mandatory account contacts:
+To access this screen:
 * a '''primary contact''' - the person who is responsible for the account, or the account owner.

@@ Line 10: / Line 10: @@
 Account contacts should not be confused with service-level contacts that are a mandatory component of some [[Service_Types|service types]]. While in many cases the individuals may be the same people, the system considers these contacts as separate entities.
-== Adding an Account Contact ==
+== Adding a Contact ==
 To add a contact:
@@ Line 26: / Line 26: @@
 Check the relevant box to flag this contact as either a primary or billing contact. If another contact is already flagged as the primary or billing contact, the setting will be overwritten.
-When you have completed the form,
+When you have completed the form, press the '''Submit''' button.