Contact Management

Create a Contact

1. Sign In to Utility Billing

2. Click the Account tab
   

3. Search for the Account the Contact is for

4. Click Manage Contacts
   

5. Complete the New Contact fields
   

6. Click Save
   

Edit a Contact Through an Account

1. Sign In to Utility Billing

2. Click the Account tab
   

3. Search for the Account the Contact is for

4. Click Manage Contacts
   

5. Click the name of the Contact
   

6. Complete the Contact fields
   

7. Click Save
   

Edit a Contact Through Search

1. Sign In to Utility Billing

2. Click the Account tab
   

3. Search for the Contact
   

4. Click the name of the Contact
   

5. Complete the Contact fields

6. Click Save
   

Remove a Contact from an Account

1. Sign In to Utility Billing

2. Click the Account tab
   

3. Search for the Account the Contact is for

4. Click Manage Contacts
   

5. Click the red X in the last column of the Contacts table
   

6. Click Save