Account contacts

You can also add other contacts to the account, and you can specify contacts for different roles, such as contacts who will receive notices or copies of the account's bills.

To work with account contacts, click the View All Contacts link on the Maintenance tab of the Manage Account page to open the Account Contacts dialog box. You can also click the Settings button in the top right corner of the Account Contacts section of the Profile tab and select Review.

The Account Contacts dialog box includes a grid that shows all account contacts, and sections beneath the grid that indicate which contacts are assigned to different roles. To add a new contact, click Add above the Account Contacts grid and specify the contact information.

You can use the Responsible Party, Send Bill To, Send Bill Copies To, and Send Notices To sections under the grid to assign existing account contacts to different roles. When you click the Add New link in one of these sections, Infor Public Sector shows a dialog box that you can use to select from the contacts in the grid and add them to the role. For Send Bill To and Send Notices To contacts, you can also select the address that you want to use.

Note that you must click Save after you make changes in the Account Contacts dialog box. If you click Cancel without saving, your changes will be lost.

You can also add internal contacts. Internal contacts are employees who are responsible for accounts in one way or another.

See Adding internal contacts to an account.