Working with contacts

To work with account contacts, select the Profile tab in the Manage Account page, then click the Settings button in the top right corner of the Account Contacts section and select Review. You can also click View All Contacts on the Maintenance tab, or in the Quick Links panel on the Summary tab.

Infor Public Sector then opens the Account Contacts dialog box. The Account Contacts grid shows all account contacts, and the sections below indicate which contacts are assigned to which roles, such as responsible parties and other contacts who will receive bills and notices.

To add a new contact, click Add above the grid. You can select an existing contact, or you can create a new one.

To assign contacts to roles, use the Add New and Edit links under Responsible Party, Send Bill To, Send Bill Copies To, and Send Notices To. For contacts who will receive bills and notices, you can also click Select Address to specify the address to use.

Note: In most cases you will use the Account Contacts dialog box to add or change responsible parties on an account. However, some agencies keep the existing account and change the owner when a property changes ownership. This is a more complex process, because it also affects the settings and plans associated with the account, such as exemptions, payment arrangements, and budget billing plans. For these cases you can use the Change Owner link on the Maintenance tab.

See Changing the account owner.

Be sure to click the Save button after you make changes in the Account Contacts dialog box. If you click Cancel without saving, your changes will be lost.