Managing Contact Methods
Each utility contact must have at least one contact method associated with their billing account. Contact methods can include:
- Phone numbers
- Email addresses
- Social networks
- Websites
- SMS (Short Message Service)
- Telex
- EDI (Electronic Data Interchange)
- Electronic file transfer
Utilities can determine which of these communication types is available in CX for Utilities Sales during the implementation and configuration process. Additionally, each contact method has types. For example, you can specify that a phone number is one of these types:
- Mobile phone
- Work phone
- Fax number
- Land phone
Note:
Your utility can create additional phone types as needed.When a communication method is added, the first record for a particular method is always marked as the primary contact method. For example, if the billing account has only one email address on file, that email address is marked as the primary email contact. If there are multiple records for a contact method, you can specify which of those records is the primary record. You cannot delete a primary contact method.
Topics in this section include: