Add or Update an Energy & Utilities Customer Contact

Add new contacts or update existing contacts in the customer's account. You can also assign roles to these contacts such as Primary Contact, Finance Contact, Business User, Technical Buyer, and others.

Note

For a given account, you can only assign one primary contact.

Starting from an active account, the list of contacts is shown and the agent selects the one that the customer wants to modify.

The scenario can be triggered also from a Customer Self-Service page where the customer is identified and, starting from his Account, checks the list of contacts and selects the one that he wants to modify.

1. Use the Identity Verification feature to verify the identity of the caller and launch the customer's accounts page.
2. On the customer accounts page, select Add/Update Contact from the Actions menu.
3. Select the existing contact which you want to update.
4. Modify the fields as required and click Save.
5. To add a new contact click the Plus Sign.
6. Enter the First Name and Last Name .

   Optionally, you can also specify the Role, Phone, and Email.

7. Click Save.
8. Click Submit.
9. Click Finish.