Editing Contact Methods

After you create contact methods, you can edit or delete them.

To edit or delete 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. To edit an existing contact method record, in the Contact Methods section of the screen, click the Edit icon next to the record you want to edit. The system displays the contact method details. Edit them as necessary, and then click Update.
4. To delete a contact method record, click the Delete icon next to the record you want to delete, and then click Continue on the Delete contact method window. Be aware that you cannot delete a contact method record that is marked as a primary contact method.