Account - Contacts Tab

The Contacts tab on the Edit Account page displays information for all contacts associated with the account.

To view more information about the contact

• Click the Select button next the contact you want to view.
   

To add a note for the contact

• Click the Add Note button next the contact.
   

To change the Account Contact Type

1. Click the link in the Type column.

2. In the Edit Account Contact Type page, click the Type box to change the account contact type.

3. Select the Primary check box to indicate that the contact is the primary contact for the account.

4. Select the Billing check box to indicate that the contact is the billing contact for the account.

5. Select the Emergency check box to indicate that the contact is the emergency contact for the account.

6. Select the Cannot Register radio button to prevent the contact from being able to register online.

7. Select the Register Self Only radio button to allow the contact to register for classes online. This setting will only allow the contact to register himself or herself.

8. Select the Register Anyone radio button to allow the contact to register anyone on his or her account online.

9. Select the Allowed to edit data online? box to allow the contact to change contact information for the account online.

10. Click the Save and Return button to save the changes.
     

To assign an existing contact to the account

1. In the Contacts tab, click Assign new contact....
   The Account Contact Search page displays.

2. Use the search feature to locate the contact you want to assign.

3. Once you have located the contact you want to assign, click Add to account in the Search Results grid.
   The Assign Account Contact page displays.

4. In the Type box, select an account contact type.

5. Select the Primary check box to indicate that the contact is the primary contact for the account.

6. Select the Billing check box to indicate that the contact is the billing contact for the account.

7. Select the Emergency check box to indicate that the contact is the emergency contact for the account.

8. Click the Save button to save the changes.
    

To add a new contact to the account

1. In the Contacts tab, click Assign new contact....
   The Account Contact Search page displays.

2. Click Go to bring up the Search Results grid, and then click Add new contact....

3. Type a title for the contact in the Title box.

4. Type a salutation for the contact in the Salutation box.
   Salutation would be the customer's nick name or informal name if he or she should be referred to as something other than what is typed in the First Name field.

5. Type the full name of the contact in the First Name, M.I., and Last Name boxes.

6. Use the tabs at the bottom of the Add Contact page to add additional contact information.

7. Click the Save and Return button.
   The Assign Account Contact page displays.

8. In the Type box, select an account contact type.

9. Select the Primary check box to indicate that the contact is the primary contact for the account.

10. Select the Billing check box to indicate that the contact is the billing contact for the account.

11. Select the Emergency check box to indicate that the contact is the emergency contact for the account.

12. Click the Save button to save the changes.