Managing Contacts

This article covers the Contacts feature. This feature enables you to manage your contacts allowing you to view, create, and update contact information.

 In addition, you can access and view contact receivables through this feature.

  • Adding New Contacts
  • Viewing/Updating Contacts

Adding New Contacts

In this section, you will learn how to add contacts.

  1. On the upper right of the page, click the Account Menu and select Contacts.
  2. You will be directed to the Contacts page. Click the + NEW button to add a new contact.
  3. The Add New Contact page opens. Specify the contact information:
    1. Contact Name: enter the contact’s full name.
    2. Language: click the drop-down arrow to select the contact’s preferred language.
    3. Email: enter the contact’s email address.
    4. Phone: enter the contact’s phone number.
    5. Address: enter the contact’s address in the appropriate fields (Street Address, Suite, City, State / Province, ZIP / Postal Code, Country).
  4. After specifying the contact information, click CREATE.

 

Viewing/Updating Contacts

In this section, you will learn how to view/update contacts and receivables.

  1. On the upper right of the page, click the Account Menu and select Contacts.
  2. You will be directed to the Contacts page. Find and click the contact that you want to view from the list.
      1. Note: you can use the Search Bar or the User Filter to narrow your search.
  3. You will be directed to the selected contact’s information page. On this page, you can view the contact information and the receivables.
  4. To update the contact information, click the Edit (Pen) icon for the appropriate field.