Creating a New Contact

When a new contact calls into your call center, you can create a new record in your system for them. This record enables you to gather and store information about this contact for future use. This option creates a contact record in the Oracle Fusion system, but does not create a record in your Oracle Utilities customer information system.

For example, Fred Jones calls in to inquire about what he would need to do to get utility services turned on when he moves to the area. He is not ready to start service, but the customer service agent creates a contact record for him to store his information.

Note:

The steps in this topic should be used to create contact information for persons, and not businesses. To record information about a new business contact, create an Oracle Fusion account. For information about creating and managing accounts, see the Oracle Sales Library.

Create a New Contact

To create a new contact:

1. On the Person and Premise Search page, click Actions, and then select Create New Contact.

2. On the Create Contact page, click Start.

3. On the New contact information page, provide values for the following fields.

   • First Name

   • Last Name

   • Account

   • Job Title

   • Email

   • Work Phone Area Code

   • Work Phone Number

   • Work Phone Extension

   • Mobile Area Code

   • Mobile Number

   • Address Line 1

   • Address Line 2

   • City

   • State

   • Postal Code

   • Country

4. Specify which phone number is the primary number for the contact by selecting the Primary option next to the appropriate phone number.

5. Click Continue.

6. On the Validate contact information page, review the contact information.

7. To revise the information, click Edit, update the information, and then click Continue. You can also click New contact information in the progress panel to return to the first step.

8. Click Submit.

9. The system displays the Edit Contact form in Oracle Fusion, where you can make additional updates as needed.