Creating contacts

You can create a list of company contacts to display on the Contact Us tab.

To add contacts to a customer group, the group must be set up in Billing and Receivables Portal.

  1. Select Financials > Receivables > Setup > Customer Group.
  2. Select a customer group.
  3. On the Portal Contacts tab, click Create.
  4. Specify the Contact Type, Name, and contact details.
  5. Click Save.