--- title: "Working with Contacts" slug: "working-with-contacts" updated: 2026-07-14T15:21:19Z published: 2026-07-14T15:21:19Z canonical: "help.idibilling.com/working-with-contacts" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # Working with Contacts From this page you can view all Contact details, add a new Contact, edit any one of the existing Contacts, or delete certain Contacts. This view has additional hotspots to view/attach documents (paper clip) display a map to the address, and show linked service details (if applicable). **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/79056.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A54Z&se=2026-11-14T11%3A41%3A54Z&sr=c&sp=r&sig=%2FEiLtTzkIfDvXeO2Nd6HrDLeI7sUvBU5LPwgAzu31dU%3D) #### How to Access You can access the Contacts page: - from the Contacts InfoPanel on the Account Summary. Clicking on the Primary Customer Contact displays details for just that contact. Clicking ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78581.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A54Z&se=2026-11-14T11%3A41%3A54Z&sr=c&sp=r&sig=%2FEiLtTzkIfDvXeO2Nd6HrDLeI7sUvBU5LPwgAzu31dU%3D) displays the details for all Contacts on the account. **(Show picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78583.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A54Z&se=2026-11-14T11%3A41%3A54Z&sr=c&sp=r&sig=%2FEiLtTzkIfDvXeO2Nd6HrDLeI7sUvBU5LPwgAzu31dU%3D) OR - from the ***Customer*** menu by choosing **Account** > **Contacts**. **(Show picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83949.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A54Z&se=2026-11-14T11%3A41%3A54Z&sr=c&sp=r&sig=%2FEiLtTzkIfDvXeO2Nd6HrDLeI7sUvBU5LPwgAzu31dU%3D) #### Account or Service Contacts Use the Account and Service links to display a list of Account or Service Contacts. The quantity of each is indicated below its respective link. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/79033.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A54Z&se=2026-11-14T11%3A41%3A54Z&sr=c&sp=r&sig=%2FEiLtTzkIfDvXeO2Nd6HrDLeI7sUvBU5LPwgAzu31dU%3D) #### Add/Edit To add a new Contact click **New**. To edit an existing one, select the Contact from the list on the left and then click **Edit**. **(More)** Enter name, address, and other contact information in the Add/Edit dialog. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/81323.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A54Z&se=2026-11-14T11%3A41%3A54Z&sr=c&sp=r&sig=%2FEiLtTzkIfDvXeO2Nd6HrDLeI7sUvBU5LPwgAzu31dU%3D) #### Considerations - State and country are not required - The default Country value (Manage Settings) is not used - On editing an existing contact, the contact type cannot be changed. - On editing an existing contact, any changes to the address information will require you to re-validate. - Invalid values for state and country do not need to be changed - If the country is blank, and the state is valid, the country will be derived from the state when the edit page is opened #### Search You can search for other Contacts by type, name or company via the Search field. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78691.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A54Z&se=2026-11-14T11%3A41%3A54Z&sr=c&sp=r&sig=%2FEiLtTzkIfDvXeO2Nd6HrDLeI7sUvBU5LPwgAzu31dU%3D) #### Delete Users with ***Manage Contacts*** permission can delete a contact in Customer Care. This is limited to contacts that are not a Primary Customer Contact or a Primary Billing Contact. Contacts can be deleted when they are not associated to any of the following: - E-Pay Account - Order - Service - Ticket (plus Ticket technician) For users with ***Manage Contacts*** permission, a **DELETE** button is available on the Contacts page. **Note**: The button is not displayed for: - Primary Customer Contact - Primary Billing Contact - Contact has linked services **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/85768.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A54Z&se=2026-11-14T11%3A41%3A54Z&sr=c&sp=r&sig=%2FEiLtTzkIfDvXeO2Nd6HrDLeI7sUvBU5LPwgAzu31dU%3D) Clicking **DELETE** displays a Yes/No confirmation dialog that lets you confirm the delete action. If the contact cannot be deleted due to association with an E-Pay account, order and/or ticket, an informational dialog is displayed indicating the reason the contact cannot be deleted. > [!NOTE] > Note > > This functionality has also been added to IDI platform Web Services. Refer to the applicable API documentation for details.