Adding a contact to an account

To add a contact to an account, you must add one contact identity record and one associated contact information record.

  1. Select Billing > Manage Account.
  2. Load the correct account and select the Profile tab.
  3. Click Add above the Account Contacts grid.
    You can select an existing contact, or you can create a new one.
  4. If you are adding an existing contact to the account, select the Contact Search tab and look up the contact record.
    The search results grid shows a list of contact identity records and associated contact information records. If a contact identity has multiple contact information records, there will be a separate row for each of them.

    When you have found the correct contact information, select the check box for that row in the grid and click Select.

  5. If you are creating a new contact, select the Contact Information tab and enter the new contact information.
    When you add a new contact to an account you are creating both a contact identity record and a contact information record. The fields under Contact Identity Information are used for the new contact identity record, and the fields under Account Contact Information are used for the contact information record.

    When you have finished entering the contact information, click Save.