Setting Communication Preferences
When working with a billing account, you can access the communication preferences of the associated contacts so you can edit, add, or delete contact methods, mailing addresses and notification preferences. You can access the communication preferences in two ways:
- From Account 360, use the Show Contacts smart action to view a list of contacts. On the contact you want to view, use the Edit linked billing accounts option to open the <Contact Name> Billing Account Summary drawer, which lists all billing accounts associated with the contact. Use the Update Communication Preferences option from the action menu on the billing account you want to update to access and manage the communication preferences.
- From Account 360, search for and select a billing account. Select View contacts from the action menu, which opens a drawer with a list of contacts. Use the Update Communication Preferences option from the action menu on the contact you want to update to access and manage the communication preferences.
The Set Communication Preferences screen includes the following sections:
- Contact Methods: Use this section of the screen to add new contact methods or edit and delete existing contact methods. Contact methods include items such as phone numbers and email addresses.
- Mailing Address: Use this section of the screen to enter and edit physical addresses where paper communications are delivered. These can include mailing, premise, and seasonal addresses.
- Notification Preferences: Use this section of the screen to enroll contacts in utility notifications and specify which contact methods to use for each notification type.
In this section: