Customer Management
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      1. Compliance Publishing Support
      2. Affiliate Operations Portal
      3. Customer Management

      How to create contacts for a customer.

      CONTACT MANAGEMENT IS NOW CONSOLIDATED IN THE CUSTOMER SETUP SECTION OF EACH CUSTOMER

      Contacts 1

      CONTACTS MENU:

      ▪ Active Contacts are Displayed
      Contacts 2

      CONTACT DETAIL:

      ▪ Basic Information About Contact is Entered
      Contacts 3

      CONTACT TYPE:

      ▪ One or More Contact Types Can Be Assigned
      ▪ Used to Classify the Role of the Person in the Organization
      Contacts 4

      SETTINGS:

      ▪ Indicates That Contact Should Receive a Copy of One or More Email Notifications
      ▪ Previously Called "Additional Email Addresses"
      Contacts 5

      EMAIL INSTRUCTIONS:

      ▪ Contact Can Be Sent One or More Sets of Email Instructions

      CONTACTS PREVIOUSLY SET UP IN THE FOLLOWING AREAS OF THE SYSTEM HAVE BEEN MOVED TO THE NEW CONTACTS SECTION:

      ▪ CONTACTS (Under Options)
      ▪ ADDITIONAL EMAIL ADDRESSES (In Customer Billing Settings)