What are bank account contacts

Bank Account Contacts store all people and organizations associated with a bank account in one place. This feature helps maintain quick access to important contact information such as account managers, branch representatives, and related company Bank Accounts. By linking these contacts directly to the bank account, you can streamline communication, improve record-keeping, and ensure that all relevant details are always up to date. 

Each contact profile can hold a wide range of information, including personal and professional details, communication channels, company associations, and additional notes. Contacts can also be displayed in different layouts for easier navigation and review. 

Where to view bank account contacts 

From the Bank Accounts dashboard, select the account whose contacts you want to view and click Open. In the navigation header, click the Contacts tab. 

Contacts can be displayed in two formats—List View or Cards View—which can be switched by using the toggle icons in the top right corner. 

How to add a new bank account contact 

To create a new contact, go to the Bank Account Contacts tab and click Add New Contact in the top right corner. A modal window will open. Fill in the following fields as needed: 

• Prefix – Select or enter a title such as Mr., Mrs., Dr., etc. 
• First Name (required) – Enter the contact’s given name. 
• Middle Name – Optional field for the contact’s middle name. 
• Last Name (required) – Enter the contact’s surname. 
• Suffix – Add a suffix such as Jr., Sr., Ph.D., etc. if applicable. 
• Nickname – Enter any informal name or short form. 
• Related To (required) – Select the bank account this contact is linked to. 
• Social Provider – Add social media platform details (e.g., LinkedIn, Twitter). 
• Emails – Add one or more email addresses. 
• Phone Numbers – Add one or more phone numbers. 
• Profile Image – Upload a profile picture. 
• Company – Link the contact to a company name if relevant. 
• Job Title – Enter the person’s professional role.
• Department – Specify the department they belong to. 
• Date of Birth – Record the contact’s birth date. 
• Gender – Select or specify gender. 
• Notes – Optionally add comments or extra details. 

Once all required fields are completed, click Save to add the contact. 

How to edit bank account contacts 

To update the details of an existing contact, locate the contact in the list and click the … (Edit) icon at the end of the row. A modal window will appear, displaying the contact’s current information. Make the necessary changes and then click Save to apply the updates. 

How to delete a bank account contact 

To permanently remove a contact, find the contact in the list and click the … (Trash) icon at the end of the row. A confirmation window will appear—click OK to confirm and delete the record from the system.