Add or Edit a BillTo's Contacts

Overview

Each entity type can have multiple contacts. Use the Contact Manager to add or edit contacts.

A single contact can have multiple roles, but each role must have its own contact information entered before the role can be added to the contact.

Process

To Add a New Entity Contact:

1. Access the entity role to be updated. See Search for an Entity.
2. Click Details.
3. Click Manage Contacts.

The Contact Manager window opens.

4. Type the first few characters of the contact name in Find Existing Contact. Optimiz will search its database for an exact or similar match. If a match is listed, do not create a new contact. Otherwise, continue to step 5.
5. Click Add New Contact.

6. Enter the contact's First Name. Contacts require at least a first name.
7. Enter Last Name, if needed.
8. Select the contact's Country.
9. Select the Contact Role that matches the contact's responsibilities.
10. Enter the contact information for the selected contact role. Either an email address or a phone number is required for each role.
11. Enter any Comments for the selected contact role, if needed.
12. Click Add Role to add the current role to the contact.
13. Repeat steps 9 - 12 to add additional roles to the contact, if needed.
14. Click Save to create the contact or Cancel to discard it.

The contact is added to the contact list.

15. Click the X in the top right corner to close the window.

16. Click Save Entity.

To Edit an Existing Entity's Contact:

1. Access the entity role to be updated. See Search for an Entity.
2. Click Details.
3. Click Manage Contacts.

The Contact Manager window opens.

4. Expand the contact that requires updates.
5. Select the contact role that requires updates.
6. Click Edit Selected Contact.
7. Make any required updates.
8. Click Update to save the changes or Cancel to discard them.

9. Click the X in the top right corner to close the window.

10. Click Save Entity.

Result

Contact information is added or edited and saved to the entity's details.