Managing Related Persons

You can use the Action menu at the top of the Customer Dashboard 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, and set billing and communication preferences.

After you create related person records, you can access them individually 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.

Create a Related Person

To create a related person from the Customer Dashboard:

1. Access the Customer Dashboard by searching for the billing account you want to associated the new contact with.
2. Click the Action menu at the top right of the screen and then select Create Related Person.
3. The system opens the Create related person drawer.
4. Specify the following information, and then click Next:
   • First and Last Name
   • Email Address
   • Work Phone Number, including extension if applicable
   • Mobile Phone Number
   • Specify which phone is the primary phone number for the contact
   • Address
5. On the Link to billing account drawer, specify the type of relationship the person has with the account, and then click Save and Continue.
6. On the Billing preferences drawer, update the contact's billing preferences and then click Save and Continue.
7. On the Communication preferences drawer, update the contact's communication preferences, and then click Finish.
8. The system returns you to the Customer Dashboard, creates the contact record, and associates it with the billing account.

Edit a Related Person Record

To edit a related person record from the Customer Dashboard:

1. Access the Customer Dashboard by searching for the billing account you want to associated the new contact with.
2. Click the Action menu at the top right of the screen and then select View Related Party - <Name>.
3. The system opens the Related person drawer.
4. Edit the information as needed by updating the fields on the form, or by selecting options from the Action menu, such as Update Billing Preferences or Update Communication Preferences.
5. Save your changes, and return to the Customer Dashboard.