## Managing Account Contacts by Versions

Accounts data (customer name, address, contact phone, fax, etc.) is saved by versions. As soon as an account data is changed, a new version of account data is created. All the previous versions are saved. The previous versions of account contacts can be viewed and managed under the Contacts tab within an account properties.

There is a special sub-form entitled as Contact Versions at the Contacts screen. Using the Version drop-down menu, you can select a contact data version to use, view, or edit. To this effect, select the version and click the Display button.

How an account contacts versions are used

Billing. Select contact version to use in documents.

The number of an account data version (existing by the moment a document has been issued) is stored in documents data.

Thus, it is possible to select what version of an account contacts to use in billing documents:

- Contacts stored for an account by the moment a document has been issued or
- The latest version stored in account.

This can be done by means of a new version placeholders.

Note: By default, version placeholders are used in billing documents printable forms. This means that by default the contacts stored in account by the moment of a document creation are used.

To change placeholders in documents print forms Go to Configuration Director > Miscellaneous settings > Printable Forms. Printable forms are documents templates mostly composed of placeholders. Printable forms define what information is to be included in a billing document listing. To change placeholders, click on the printable form of a document you need to change. As a selected printable form details appear on the screen, click the Edit button. All the version placeholders have the 'version' word in their names. For example, @@customer_version.address1@, @@customer_version.address2@, @@customer_version.admin_email@. To use the latest contacts, change version placeholders into an ordinary one and save the changes.

Fraud screening. Control customers contacts change.

Using account contacts versioning, provider can control how many times and in what way customers change their account contacts.

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