Revision as of 13:09, 4 August 2020

The Contacts tab is accessed via the Clients > View/Search Clients page, select a client, then click the tab marked "Contacts". It contains fields for viewing client contacts and sub-accounts as well as adding or deleting them.

Client Contacts Tab

Adding a Contact

To add a new contact, choose "Add New" from the Contacts dropdown menu at the top of the tab. Empty fields will then be displayed to enter the new contact details.

The minimum required fields are First Name, Last Name and Email Address. All the other fields are optional and the Email Notification checkboxes allow you to set which email categories the contact should receive copies of. Once completed, simply click the Add Contact button to complete the process.

Clients can also manage contacts from the client area themselves.

Note: Support contacts do not receive copies of all support tickets. Support contacts can open tickets themselves via email and will only receive emails when an admin replies to a ticket they opened. The main client will receive copies of all Support Tickets.

Managing Contacts

If a client has created one or more contacts already, the first of these will be displayed when the tab is first opened.

If the client has multiple contacts, select the contact whose details you wish to see using the "Contacts" dropdown at the top of the tab and click "Go".

Make the desired changes and click Save changes.

Sub-Accounts

An extension of the Contacts feature, Sub-Accounts allow clients to create sub-users under their main account, which then allows that contact to log in and carry out various actions that the main account holder has permitted. Refer to the Sub-Accounts Guide for more information.

Billing Contact

A billing contact is used where the name/address an invoice should be sent to differs from the main account and/or the name/address of the card holder that will be paying the invoice is different (if using a merchant gateway). A billing contact is first created here, then it can be selected from the Billing Contact dropdown menu under the Profile tab.

Deleting a Contact

To delete a contact, click the red "Delete" link at the bottom of the page. You will be prompted to confirm the deletion, at which point the contact is removed immediately.