Use this procedure to create and update contact points for account contacts such as addresses, phone numbers, e-mail addresses, and URLs.

Prerequisites

• Define account contacts

To create or update contact points for account contacts:

1. Navigate to the Communication subtab of the Account Overview page.

   All the active contacts for the account are displayed in the Account Contacts region.

2. In the Account Contacts region, click Details for an account contact:

   To create or update account contact address:

   1. In the Contact Addresses area on the Account Contact Details page, click Create.

   2. On the Create Account Contact Address page, enter the contact address and select an address purpose such as Bill To, Ship To, and Dunning.

   To create or update account contact phone numbers:

   1. In the Contact Phone Numbers area on the Account Contact Details page, select the type of contact number that you want to create (update) and click Create (Update).

   2. See: Creating and Updating Customer Contact Points.

   To create or update account contact e-mail addresses:

   1. In the Contact E-mail area on the Account Contact Details page, click Create (Update).

   2. See: Creating and Updating Customer Contact Points.

   To create or update account contact URLs:

   • In the Contact URLs area on the Account Contact Details page, click Create (Update).

   • See: Creating and Updating Customer Contact Points.

   To create or update account contact roles

   • In the Contact Roles area on the Account Contact Details page:

     • Click Add Another Role to create a contact role.

     • Click Delete to remove an existing contact role.