Adding a Contact Method
Each utility contact must have at least one contact method associated with their billing account.
To add a contact method:
- From the Customer Dashboard, select the billing account you want to work with in the header, and then select Update Communication Preferences from the Actions menu.
- The system opens the Set Communication Preferences drawer.
- In the Contact Methods section, click the + Add Contact Method button.
- Select a value from the Contact Method field.
- Enter the contact method details in the field(s) below the Contact Method field. The fields that appear here differ, depending on the contact method that you select. For example, if you select Phone, you can then enter the phone type, country code, area code, phone number, and extension.
- To mark the record as the primary contact method, click the Primary option to turn it on. If the record you are adding is the only contact method of this type (for example, the only phone number record), the system automatically marks it as the primary contact method.
- Click Add to save your changes.
Parent topic: Managing Insights