View Provider Details

The Provider Details screen allows you to view all relevant details for individual providers, including provider type and contact details.

Each field on the Provider Details screen is defined below.

No.LabelDefinition
1<Provider Name>Name of the provider.
2<Status>Status of the provider in your instance. Status options include Active and Inactive.
3WebsiteWebsite for the provider.
4PhonePhone number for the provider.
5EmailEmail address for the provider.
6Provider Account NumberNumerical identifier for your account with the provider.
7TypeType for the provider.
8AddressAddress for the provider.
9Contact NameFirst and last name for your contact at the provider's company.
10Contact EmailEmail address for your contact at the provider's company.
11Contact PhonePhone number for your contact at the provider's company.
12Contact TitleTitle for your contact at the provider's company.

These actions are available on the Provider Details screen.

  • Edit the provider by clicking the Edit Provider button and making your desired changes. See the Add/Edit Providers article for more information.

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