Managing contacts

Creating a contact

You can create contacts by using the +Create new contact button of the ICDSoft Account Panel > Account & Clients section > Contacts subsection. Additionally, you can create new contacts when you choose to add a billing contact for your reseller account or for a hosting account via the Doing Business As section of their respective management pages.

Adding/choosing a contact

To add a new or choose an existing billing contact for your reseller account (or a specific hosting account), navigate to the ICDSoft Account Panel > Account & Clients section > My Account subsection (or the management page of the hosting account - Hosting Resources section > Hosting Accounts subsection), and select the Doing Business As option. Once it is selected, click on the Add button, and choose to create a new contact, or select an existing one.

If you wish to switch the billing contact for your reseller account (or for a hosting account), use the Change button that will be displayed below the current billing contact in the Doing Business As section of your reseller account (or the management page of the hosting account), and select the new billing contact.

Displaying contact details to customers

The Show in Control Panel setting in the Doing Business As section at the management screen of your reseller account (or of a specific hosting account) allows you to choose if the selected billing contact details should be displayed to all (or only to the owner of the hosting account) in the Marketplace section of the hosting Control Panel. If there is a contact template for the billing contact of the hosting account, only the content of that template will be displayed to the customer in the hosting Control Panel.

Editing a contact

You can edit existing contacts via the ICDSoft Account Panel > Account & Clients section > Contacts subsection. Click on the contact label, and update the contact details as necessary.

If a contact is already selected as default for your reseller account (or for a specific hosting account), you can edit that contact by using the Edit button from the Doing Business As section from the ICDSoft Account Panel > Account & Contacts section > My Account subsection (or the management screen of the hosting account).

Detaching a contact

To detach/remove the billing contact for your reseller account (or for a specific hosting account), use the Detach button from the Doing Business As section from the ICDSoft Account Panel > My Account section (or the management screen of the hosting account).

Deleting a contact

Existing contacts can be deleted from the ICDSoft Account Panel > Account & Clients section > Contacts subsection by clicking on the Delete button next to the contact. When you delete a billing contact, it will be detached from all items that use it.