{"id":1275,"date":"2025-07-10T14:19:24","date_gmt":"2025-07-10T14:19:24","guid":{"rendered":"https:\/\/help.fieldax.com\/?post_type=docs&p=1275"},"modified":"2025-07-10T14:19:25","modified_gmt":"2025-07-10T14:19:25","password":"","slug":"add-contacts-to-account","status":"publish","type":"docs","link":"https:\/\/document.fieldax.com\/?docs=add-contacts-to-account","title":{"rendered":"Add Contacts to Account"},"content":{"rendered":"\n

Add various contact roles:<\/p>\n\n\n\n

Facility Contacts<\/strong><\/p>\n\n\n\n

Primary Contact:<\/p>\n\n\n\n

– Name: John Smith<\/p>\n\n\n\n

– Role: Facility Manager<\/p>\n\n\n\n

– Authority: Approve all work<\/p>\n\n\n\n

Maintenance Supervisor:<\/p>\n\n\n\n

– Name: Mike Johnson<\/p>\n\n\n\n

– Role: Day-to-day operations<\/p>\n\n\n\n

– Authority: Approve up to $1,000<\/p>\n\n\n\n

Accounts Payable:<\/p>\n\n\n\n

– Name: Sarah Williams<\/p>\n\n\n\n

– Role: Invoice processing<\/p>\n\n\n\n

– Email: ap@abcmfg.com<\/p>\n\n\n\n

Emergency Contact:<\/p>\n\n\n\n

– Name: Security Desk<\/p>\n\n\n\n

– Phone: (555) 999-8888<\/p>\n\n\n\n

– Available: 24\/7<\/p>\n\n\n\n

To add contacts:<\/p>\n\n\n\n

  1. In Contacts<\/strong> related list<\/li>
  2. Click New Contact<\/strong><\/li>
  3. Fill in details and role<\/li>
  4. Set authority level<\/li>
  5. Save contact<\/li><\/ol>\n","protected":false},"excerpt":{"rendered":"

    Add various contact roles: Facility Contacts Primary Contact: – Name: John Smith – Role: Facility Manager – Authority: Approve all work Maintenance Supervisor: – Name: Mike Johnson – Role: Day-to-day operations – Authority: Approve up to $1,000 Accounts Payable: – Name: Sarah Williams – Role: Invoice processing – Email: ap@abcmfg.com Emergency Contact: – Name: Security…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[14],"doc_tag":[],"class_list":["post-1275","docs","type-docs","status-publish","hentry","doc_category-account-management"],"year_month":"2026-05","word_count":78,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"admin","author_nicename":"admin","author_url":"https:\/\/document.fieldax.com\/?author=1"},"doc_category_info":[{"term_name":"Account Management","term_url":"https:\/\/document.fieldax.com\/?doc_category=account-management"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1275","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1275"}],"version-history":[{"count":1,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1275\/revisions"}],"predecessor-version":[{"id":1276,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1275\/revisions\/1276"}],"wp:attachment":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1275"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=1275"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=1275"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}