This is a basic overview of the Primary Contact form.

  1. The page is divided into – Primary Contact (or Contact name), Packages & Invoices, Transactions, and Activity. The top menu contains these links that scroll down to the different sections of the page.
  2. In the Primary Contact section, you may click on the small pencil icon to edit the fields.
  3. Clicking on the plus sign in the Packages section allows you to add packages and services to the subscriber’s account.
  4. In the Equipment section, you may add or assign CPE’s or network equipment to the subscriber’s account.
  5. You may add, open, or edit tickets for subscribers for their equipment or service installation, maintenance, or repair.
  6. This section contains links to manage the subscriber’s Billing Options and Payments. You may also store additional information or gather data using the custom fields.

6. The Package & Invoices section is for you to bill for services and other invoice items.