Add Account Contact

Pathway: Customer > Search > Accounts

This article details the process of adding a new contact to an existing account and editing contact information for contacts already on an account.

Add New Contact

Create a New Contact

The following process applies when adding a new contact:

Select the filing icon from the customer’s account.
Select the green '+' icon from the Contacts editor to display the Add Contact editor.
Select the Details tab.
Enter the contacts Name and contact information.
Select Yes if the would like to receive service notifications for all accounts they are a contact for.
Select Save.
Select the Customer Portal Access tab.
Remove the selection from Account (All Sites) if the contact is ONLY a contact for a specific site and not the entire account.

If this is a billing contact for the account, leaving the Account box selected will populate a Billing Contact field in the Details tab. Refer back to the Details tab to indicate if they are a billing contact 1 or 2.

Select the site the person is a contact for.
Select Save.

Edit an Existing Contact

The process to edit an existing contact is similar to the process of creating a new contact.

Select the filing icon from the customer’s account.
Select the green '+' icon from the Contacts editor to display the Add Contact editor.
Edit the contacts information in the desired fields.
Select Save when finished.