Account basic details

An account’s basic details consist of the name of the account, the account’s main contact with Blueberry Software and the account’s billing contact. To update any of these:

  1. Log in to your CMM account.

  2. Go to the ADMIN menu and select MANAGE ACCOUNT – this will take you to the Basic Details tab of the Manage Account screen.

  3. The Main contact name and Billing contact name drop down menus contain a list of all users who have registered with the account – select a user from each of these drop down menus to make them a contact.

    If the billing address is the same as the main contact address, enable the Use Main Contact details option to duplicate the address.

  4. Click Save.

When the main contact and billing contact are set, the Main Contact and Billing Contact options will automatically become enabled on the assigned user’s basic details page like below (see Changing a user’s basic details for more details):

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