Manage Related Persons

You can use the Action menu at the top of the Customer Dashboard to launch a simple workflow that enables you to create a contact and associate the new contact record with the billing account you are viewing. This associated contact record is called a related person. When you select the Create Related Person option from the Action menu, the system displays a series of screens that enable you to:

• Enter the details of the person
• Specify their relationship to the account
• Set billing and communication preferences.

After you create the related person record, you can access it from the Action menu on the Customer Dashboard. You can then update their contact information, change their relationship type, and edit their billing and communication preferences.

With built-in validation, clear navigation, and instant visibility in the Related Persons list after saving, agents can complete updates confidently and quickly without having to navigate to additional systems to complete this task. This process speeds up account updates, helps reduce rework, and increases accuracy with guided, validated data entry.

Steps to enable and configure

You don't need to do anything to enable this feature.

Key resources

• For more information about the related person feature, see "Using the Account Header" in the Oracle Utilities Agent Service User Guide.