Account Contacts Screen

Last Updated: Wed Dec 20 2023

Account Contacts are viewed in Account / Communication / Contacts


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.




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 (note: fields with a magenta left border are required).

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.)

  • 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

  • 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: The tax jurisdiction code (a.k.a. pcode) is automatically determined in systems configured to tax using AvaTax. The Jurisdiction code is based on the saved contact address and is used to determine what taxes to apply to service charges on the account. Jurisdiction codes are only evaluated on service or billing contacts, tax jurisdiction codes on other contact types are not used when determining taxes. This value can be manually overridden so that taxes for an alternate jurisdiction can be applied to transactions if needed (for instance, taxes applicable at a contact's previous address could be applied to a credit). If this value is manually overridden the previous tax jurisdiction code will be listed within the Tax Jurisdiction Code field to let you know what the previous jurisdiction code was. Manually entered jurisdiction codes will be automatically updated (i.e. overwritten) if a new address is entered and then saved on the contact

Info tab

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


Adding Contacts

  1. Under the Contacts heading on the left click the (emoji) icon

  2. The Add New Contact pop-up will load, on this screen pick the type of contact you are adding to the account then click Add

  3. In the Add Contact panel enter the contacts name and title

  4. On the Info tab click the Select Info to Add field to select a specific contact detail you wish to add (cell phone, email address, etc.) then click + New

  5. On the pop-up that appears supply the contact information and click Add

  6. Repeat the process of adding contact details until you have the contact information you require

  7. Click on the Address tab

  8. If required/desired populate the contact's address details

  9. Click Save to add the contact to the account

Editing Contacts

  1. Under the Contact heading on the left click the contact you wish to edit

  2. Under the Edit Contact heading on the right modify the contact details

  3. Click Save when finished making changes

Deleting Contacts

  1. Select the contact you wish to delete in the list on the left under the Contacts heading

  2. Under the same Contacts heading click the (emoji) icon

  3. On the confirmation dialog click Yes to confirm that the selected contact should be deleted from the account