Page 1 - How do I Create Customer Contacts

Creating Customer Contacts

How do I Create Customer Contacts?

Overview

Compass can automatically email invoices and attachments as well as correspondence such as statements,
dunning letters and follow up letters. A contact with a valid email address must be linked to the customer. A
contact can be linked to multiple customers, and a customer can have more than one contact, including
separate contacts for each customer address location.

The contact must be added to Compass first, and then linked to one or more customers.
Security for adding contacts is limited to the University GAR team and Healthcare/Oxford Billing Users.

Navigation

Navigator > Customers > Contact Information

Add a New Contact

Search For The Contact Name
Before adding a new contact, search to determine if the contact already exists. An existing contact can be linked to the customer.

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1. Click the Look Up Set ID icon to select your Business Unit.
2. Enter the Contact Name.

 Use the Contains search option to enter a partial search such as first name or last name only.

3. Click the Search button.
4. View the Search Results.

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Emory Confidential and Proprietary Last Revised on 2/7/2018 Return to Table of Contents