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Assigning/Editing a Service - Contact Information Tab

Published on Aug 10, 2026

The Contact Information tab lets you add the contact information associated with the service.

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Service Number Contact Information

This tab provides the following information:

Contact	Primary Customer Contact or Service Contact for this service. The address fields in this window are populated with the selected contact's address. Note If the contact is not in the drop-down list, you can add a new contact by clicking the *Add Contact* link to the right of this field. See below.
	Click this link to create a new contact. This displays the New Contact window (see Adding a Contact). When you click Save on the New Contact window, the new contact is added to the Contact drop-down list (see above). Notes: Since there can only be one Primary Customer Contact, which is included in the Contact drop-down list, you can only add Service Contacts via this link. If a contact is added while adding a new service order and the service order is subsequently cancelled, the contact remains in the system.
	Click this link to edit the displayed contact. See Editing a Contact for more information. When you click Save in the Edit Contact window, the Contact field, Contact drop-down list, and address fields in this window are updated to reflect the changes. Note This link is disabled if the selected Contact is the Primary Customer Contact.
Contact Type	Contact type assigned to the selected Contact.
Location Number	Location Number for the selected contact. Notes: You cannot modify this field, if the selected Contact is the Primary Customer Contact. If you clear this field, the system automatically assigns the next available Location Number to this contact.
Customer Name	Selected Contact's name.
Company Name	Selected Contact's company name.
Street 1, 2 & 3	Selected Contact's street address.
City/State/Zip	Selected Contact's City, State, and Zip Code.
Country	Selected Contact's Country. The default is USA (empty field = USA).
Validation Result	The Validation Result icon describes the result of the automatic address validation. Green check mark: the validation was successful and the Required and Actual validation types match. Yellow check mark: the validation was successful but the Required and Actual validation types do not match. Red X: the validation was unsuccessful and the attempt was bypassed.

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