How To: Add or Remove Contact Information For Your Account

Do you have new people at your company? Has someone left? It is a good idea to regularly confirm that that the right person is receiving the right information for your group blog account.

These are the categories we use contacts for:

• QQ/Leads: QQ refers to Quick Quote leads that are sent to members who have paid for a US state or Canadian province listing. This setting also applies to leads from your white papers. You can set an unlimited number of contacts to receive these lead notices.

• Announcements: This option is defaulted to true and is only turned off if a contact manually turns it off or if a contact is set up as only a billing contact.

• Billing: You can have an unlimited number of billing contacts. Note that payment methods and billing history can be accessed from the Billing and Payment link in the sidebar. (Note: payment methods can be changed/updated by accessing the Online Payment Portal)

• Admin/Login Email:  Only one user can be assigned as an Admin. This email is used for logins and password reset emails. If you set this value to a new user the setting for the prior Admin user will be turned off.

• Sales/Profile: One main contact name and email that shows publicly on your blog profile page. If you set this value for a new user, the setting for the prior Sales/Profile user will be turned off.

ADD/CHANGE CONTACTS

Log into the blog you are a member of and look for "Contacts" on the left sidebar of your dashboard. (Forgot how to log in to the blog sites or need to reset your password? Get instructions.)

ADD CONTACTS

• Click on “Contacts”, then click “Add New Contact”

• Fill in First Name, Last Name and Email, all are required. (Note: If you don’t have a name because you are using an email like “marketing@” or similar, then put Marketing for first name and Company Name as a last name.)

• Click Yes to the various emails this contact will receive, QQ/Leads, Announcements, Billing, Admin/Login and/or Sales/Profile.

• To finish, click “Publish” on the right-hand bar.

UPDATE CONTACTS

• Click on “Contacts”, then click “All Contacts”

• Find the contact you wish to update and hover your mouse cursor over the name. From the pop-up menu you can choose to edit or trash the contact.

• Choose Trash if you want to delete the contact or, choose Edit if you want to update the contact.

• On the contact edit screen, update the first and/or last name and email address and click to Yes or No to any of the various emails this contact will receive, QQ/Leads, Announcements, Billing, Admin/Login and/or Sales/Profile.

• To finish, click “Update” on the right-hand bar.

Questions? Email us at info@erpsoftwareblog.com