View, Change, or Delete a Contact

Community Manager : Define the Customer’s Service Contacts : View, Change, or Delete a Contact

View, Change, or Delete a Contact

To view, change, or modify a contact

1

Click the Community Manager tab, and click a Customer Company Name.

The Company Profile page opens.

2

Click Service Configuration.

The Service Configuration page opens.

3

Click Service Contacts.

The Service Contacts page opens.

4

Select the contact you want to view, modify, or delete.

Important: To delete a default contact, you must first assign a new default contact; see “To re-assign the default contact.”

5

Perform the appropriate action:

To . . .

Do this

Delete the contact

Click Actions, and click Delete.

View or modify the contact

1

Click Actions, and click View/Modify.

The Modify New Service Contact page opens.

2

Change the contact’s information.

3

(Optional) Change the Contact Type(s), or which contacts should receive notification(s) in addition to service messages and outages.

4

Based on your service subscription, you might or might not see all the following options:

Arrival — ”Whenever a document interchange arrives in your mailbox” rule.

FA Delinquency — ”Whenever a Trading Partner has a delinquent FA” rule.

Incoming Document — ”Whenever a new document arrives in your Document Inbox” rule.

Incoming File — ”Whenever a new file arrives in your File Inbox” rule.

Mailbox Inactivity — ”Whenever a mailbox is inactive” rule.

Mailbox Outbound Error — ”Whenever a mailbox processing error occurs on an outbound interchange” rule.

Note: When you select an option for the contact, Trading Grid automatically adds the contact to the notification list for that alert in Event Management.

For example, if you previously subscribed to and select the FA Delinquency for this contact, and in Event Management you define a rule to generate an alert when a partner has one or more documents that need acknowledgment, Trading Grid automatically notifies this contact. If you later delete the contact, Trading Grid automatically deletes the contact from the FA Delinquency notification list.

16.2 release. Updated October 23, 2016

Trading Grid Online User Guide PDF