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Account Contacts

Last Updated: Aug 04, 2020

Account Contacts are viewed in Account / Communication / Contacts

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.

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.

Actions

Icon

Description

Deletes the selected contact

Adds a new contact

Edit Contact Panel

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 modified).

Contact Fields and Options:

  • First Name: the contact's given name

  • Last Name: the contact's surname

  • Title: the contact's title (Mr. Mrs., etc.)

  • Company: the company the contact works for

  • Contact Type: the role the contact fills in relation to the account

  • Use Address for Taxing: this option will only appear on billing contacts. When enabled this setting will cause the physical address of the billing contact to be used to determine what taxes to apply to service charges, provided no service contact exists on the account. If a service contact is setup on the account that contact's address will be used and this setting will be ignored

Address tab

  • Use Company Address: use the address of the company selected in the 'Company' field

  • 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: this field will only appear when AvaTax is configured and functional. The code is automatically determined by AvaTax based on the address entered and is used to determine what taxes to apply to service charges. Jurisdiction codes are only evaluated on service or billing contacts, tax jurisdiction codes on other contact types are not used when determining taxes

Info tab

  • Filter Info: allows you to search/filter down to the contact details you want to see

  • Select Info to Add: allows you to add new contact details (cell number, email address, etc.)