Adding a Contact Method

Each utility contact must have at least one contact method associated with their billing account.

To add a contact method:

1. From Account 360, complete one of these steps:
   • 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. Select the Update Communication Preferences option from the action menu on the billing account you want to update.
   • Search for and select a billing account. Select View contacts from the action menu, which opens a drawer with a list of contacts. Select the Update Communication Preferences option from the action menu on the contact you want to update.
2. The system opens the Set Communication Preferences drawer.
3. In the Contact Methods section, click the + Add Contact Method button.
4. Select a value from the Contact Method field.
5. 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.
6. To mark the record as the primary contact method, click the Primary option. 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.
7. Click Add to save your changes.