Modifying Contact Methods

As a CSR, you can make modifications to a customer's contact methods that can be used for billing communications.

Adding a Contact Method

Complete the following steps to add a contact method.

To add a contact method:

Access a customer's account and masquerade as the customer. For complete steps to complete this task, see Accessing a Customer's Account.
While masquerading as the customer, from Notifications, select Billing. The customer's billing communication preferences are displayed.
Select Add a contact to begin creating a new contact method.
Complete all required information for the contact method. You can also select Set as primary to define the contact method as a primary contact method.
Select Create to complete the creation of the contact method.

Complete the following steps to edit a contact method.

To edit a contact method:

Access a customer's account and masquerade as the customer. For complete steps to complete this task, see Accessing a Customer's Account.
While masquerading as the customer, from Notifications, select Billing. The customer's billing communication preferences are displayed.
Select Edit for the contact method to modify. Make all applicable changes and select Save.

Complete the following steps to remove a contact method.

Note: Primary contact methods cannot be removed.

To remove a contact method:

Access a customer's account and masquerade as the customer. For complete steps to complete this task, see Accessing a Customer's Account.
While masquerading as the customer, from Notifications, select Billing. The customer's billing communication preferences are displayed.
Select Remove to remove the applicable contact method. Select Yes Remove Contact to confirm the removal.