Client Contact Changes Account Executive:(Required)Account Executive Email:(Required) Does this change apply to additional verticals/accounts?(Required) Additional Verticals/Accounts Only named account above Additional verticals/accounts to change:Type of Change:(Required) Billing Contact that is ONLY in Acumatica Client/Billing Contact that is in BOTH Acumatica and EAP Expert Client Contact ONLY in EAP Expert Please verify the contact details in Acumatica before submitting this form.Failure to do so may require resubmission. If there is any additional context we should be aware of, please include it in the Billing Notes field.Login to Acumatica What is changing – Billing Contacts ONLY in Acumatica?(Required) Replace Primary Billing Contact Add or Remove Secondary Billing Contact Update Existing Billing Contact's Info Previous Billing Contact Name:(Required) First Last Previous Billing Contact Email:(Required) New Billing Contact Name:(Required) First Last New Billing Contact Email:(Required) New Billing Contact Title:How many Secondary Billing Contacts do you need to ADD?(Required)Please select...None1234ADD - Contact Name:(Required) First Last ADD - Contact Email:(Required) ADD - Contact Title:ADD - #2 Contact Name:(Required) First Last ADD - #2 Contact Email:(Required) ADD - #2 Contact Title:ADD - #3 Contact Name:(Required) First Last ADD - #3 Contact Email:(Required) ADD - #3 Contact Title:ADD - #4 Contact Name:(Required) First Last ADD - #4 Contact Email:(Required) ADD - #4 Contact Title:How many Secondary Billing Contacts do you need to REMOVE?(Required)Please select...None1234REMOVE - Contact Name:(Required) First Last REMOVE - Contact Email:(Required) REMOVE - #2 Contact Name:(Required) First Last REMOVE - #2 Contact Email:(Required) REMOVE - #3 Contact Name:(Required) First Last REMOVE - #3 Contact Email:(Required) REMOVE - #4 Contact Name:(Required) First Last REMOVE - #4 Contact Email:(Required) How many Existing Billing Contacts do you need to update?(Required)Please select...None1234Enter the contact's name and ONLY the information that is changing.Current Name:(Required)New Name:New Email: #2 Current Name:(Required)#2 New Name:#2 New Email: #3 Current Name:(Required)#3 New Name:#3 New Email: #4 Current Name:(Required)#4 New Name:#4 New Email: What is changing (Client Contacts)? Replace a Primary Contact Add Additional Primary Contact ADD or REMOVE Secondary Contact Update Existing Contact's Info Existing Primary Contact Status:(Required) No longer an employee Still with company, move to secondary contact Still with company but not in contact role (Remove from EAPX and Client Lists, but add back in communication program if client has maintenance) Existing Primary Contact Name:(Required) First Last Existing Primary Contact Email:(Required) Primary Contact Change Type: New Primary Contact Move a Secondary to Primary Enter the name and email of the Secondary contact you want moved to Primary.New Primary Contact Name:(Required) First Last New Primary Contact Email:(Required) New Primary Contact Title:Office Phone:Cell Phone:Do you need to update the new primary contact's address?(Required) No Yes New Address:(Required) Street Address Address Line 2 City State / Province / Region ZIP / Postal Code CountryAfghanistanÅland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCôte d'IvoireCroatiaCubaCuraçaoCyprusCzechiaDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRéunionRomaniaRussian FederationRwandaSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTürkiyeTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUS Minor Outlying IslandsUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabwe Country How many contacts do you need to add?(Required)1234Billing Notes:
