If an AP contact requests their email address be added, updated, or deleted to a customer's account in TermSync, it is recommend you make this update in your ERP/CRM first. If you need to make this update immediately, you can navigate to the customer's Address Book in TermSync and make the update directly in the customer's account.
Adding New AP Contacts in TermSync
1. Navigate to the correlating customer by searching via the customer's name or ID in the Search Bar.
2. Once you've clicked into your customer's account, navigate to the Customer Details as you will land in the Invoices tab first.
3. Within the Address Book board, you will see the information listed for any current contacts associated with the customer account.
4. Choose + Add a New Contact to add an email for a new AP contact. Fill out the sections as needed. At minimum an email is needed. Lastly, select Add a New Contact.
Updating Existing AP Contacts in TermSync
If you are updating an existing contact's email address, please treat the update like a new customer.
a. Choose + Add a New Contact. See above on how to add a customer.
b. Then delete the old/outdated contact by choosing Delete. See below on how to delete a customer.
Please Note: If you attempt to edit a current contact's email address, TermSync will give you instructions for adding new instead of editing the current address.
Deleting Outdated AP Contacts in TermSync
If you need to delete an old or outdated email, select the Delete red x icon. Then as confirmation, select the Delete button.
If you need to update other customer contact information, please reference the below FAQ.