Administrative users (Prime Contact and Contact) can update the warning balance amount for the account and update account information by clicking on the Edit button in the Acount Status screen.
The following fields are displayed. Required fields are marked with an asterisk (*).
Logged on User
Display only
Your unique user ID which you used to logon to Client Services.
Account Number
Display only
Upon initial entry to the screen, this field contains the Client Services account number of the logged on user. Depending on the setup of the Logged on User, account information can be retrieved and updated for other Account Numbers.
Account Status
Display only
Your Client Services account's current status: Active, Closed, New or Suspended.
Low Balance Warning Amount
Required
If your Client Services account balance (see Current Balance below) is less than this amount, the system will display a warning message. This provides you with an opportunity to top up your account without loss of access to services.
Current Balance
Display only
Your Client Services account's current balance.
Legal Name
Display only
The legal name of the organization associated with this account.
Phone
Display only
The organization's phone number associated with this account.
Fax
Display only
The fax number of the organization associated with this account.
Address, City, Province/Territory/State, Country, Postal/ZIP
Required
Your organization's address for the purposes of this account.
Business Alias
Display only
The name your organization is doing business as if different from the legal name.
Extension
Display only
The extension of the organization's phone number associated with this account.
Financial Contact, Phone and Extension
Required
The name, phone number and extension of your organization's financial contact person for the purposes of this account.
Technical Contact, Phone and Extension
Required
The name, phone number and extension of your organization's technical contact person for the purposes of this account.
Update - Save changes to Account Information
Cancel - Quit and return to Account Status