What Are We Trying to Accomplish?
Once you create the supplier's company, you can add as many contacts as you would like. The primary contact that you added when the company was created will have a contact record created for them automatically. You are able to send bid requests to anyone that you have entered as a contact.
To enter a contact you will need to know:
- The company that they work for
- The contact's name
- The contact's email
In this article we will cover:
- Where to see contact information
- Creating a new contact
- Editing a contact
- Deleting a contact
Where Can I See It?
All of your contact information is available from the suppliers tab.
1) Click on the "Suppliers" tab
2) Then click on "Contacts" in the left nav
3) You will be able to see information about the suppliers like number of:
- Name
- Company
How Do I Do It?
Create A New Contact
1) Click the + sign next to Contacts
2) Select the existing supplier company from the "Company dropdown"
3) Enter the first and last name of the contact
4) Enter the email address of the contact
5) Click the Create Contact button
Edit An Existing Contact
1) Click the blue lightning bolt next to the contact name
2) Select Edit
3) Update the name and/or email of the contact
4) Click the Update Contact button to save your changes
Delete An Existing Contact
1) Click the blue lightning bolt next to the contact name
2) Select Delete
3) Click the OK button to confirm the deletion
This will delete the contact but will not delete the vendor company for that contact.