An account can have multiple contacts and each contact can have multiple phone numbers.
The first account contact appears in the account bar. You can see any additional contact information and add, change, or delete contact information on the Account Profile dialog box.
Note:
The first contact can be edited, but it cannot be deleted.To view or change account information, do any of the following:
From the Actions menu, select Account, and then select Account Profile.
The Account Profile dialog box appears.
To add a new contact, click New Contact, and enter the customer information.
Note:
Enter a pre-existing email address, not one associated with a service the customer is purchasing now.To change existing contact information, update the information in any of the contact fields.
Note:
If you enter a company name, it is the name displayed in dialog boxes.If the company name is blank, the first name and last name of the first contact in the account profile are displayed in dialog boxes.
To change the phone number information, select the type, and enter the new number.
Note:
Each phone type can be used by only one phone number.In Security, enter new text to change the hint or answer.
For more information, see "Changing Customer Security Hints and Answers".
For Customer Type, select a new value.
For Language, select a new value.
For Organization Hierarchy Type, select a new value.
Click Save.
See "Financial Setup" for information on updating payment, bill unit, or tax information.
Changing Customer Security Hints and Answers
To change customer security hints and answers:
From the Actions menu, select Accounts, and then select Account Profile.
The Account Profile dialog box appears.
In the Security section, enter new text to change the hint or answer.
To delete a hint and answer pair, click the minus icon.
Click Save.