Contacts

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This is where you are able to add a new contact and view all the users you have added to the Netcash account. 

  • Select Account profile

  • Click Contact profiles

  • Select Contacts

  • Click on Add Account contact button

 

The below information is what you will be able to view once you click on the pencil icon left of any user:

  • Title: The title that was captured when the user was added

  • First name: The first name of the user added

  • Surname: The surname or last name of the user added.

  • Initials: The first letter of the user’s first name and or if they more that one names

  • Identity number: The Identity number of the user you added

  • Is this an ID number: There are two options here, SA identity and Passport or other

  • Telephone number: The landline number of the user added

  • Cell number: The cellphone number of the user added

  • Email: The email address of the user added

  • Job description: The user’s job description added

 

Edit the contact by clicking on the pencil to the left.
Tick the system user tick box.
To delete a contact, click on the waste bin to the left of the selected user and then click Submit.

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