The Contacts Tab

Modified on Fri, 26 May 2023 at 05:51 PM

Description: The contact details of the person associated with the account can be entered here. 

Location of the Accounts App 

After logging in to the Admin Panel, click on the "Apps" icon located in the Top Horizontal Menu Bar.

Upon clicking the "Apps" icon, you will be directed to a new page containing a list of apps integrated into the Admin Panel. To access the Accounts App, locate its name in the list and click on it.

Next, click on the pencil icon located in the rightmost column of the row for the newly created account in the Table of Existing Accounts

This will open a new window where you should open the Contacts Tab that is discussed in this article.

The parameters given in this tab are divided into two sections: 

  • Billing Contact 
  • Technical Contact 

The Billing Contact Section  

You can input the billing contact information for the person associated with the created account in this section. It is not mandatory to fill out these fields. 

The Technical Contact Section 

In this section, you can input the technical contact information for the person associated with the created account.

If the contact information for the technical contact associated with the account matches the details specified in the billing section, you can simply select the checkbox. By selecting this option, the data from the corresponding fields in the previous section will be copied, and all other fields in this section will be disabled. 

Once you have inputted data into the fields, do not forget to click on the "SAVE" button to apply the changes.  

The Accounts App will display an icon of an exclamation mark within a green circle next to any fields that have been modified.  

The Accounts App will notify you that leaving the page will result in the loss of any unsaved changes.

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