To enter the vendor contact person’s profile, go to the Vendors module > Contacts tab. Alternatively, you can enter the contact person’s name into the search field in the top menu bar.
In the contact person profile, you can check and manage the contact person’s details. The most important information is presented on the card at the top of the page.
Main data tab
In this tab, you can provide the details about this contact person. Some fields are already filled with the information provided during the creation of this contact person. Some dates are provided automatically. Other fields are optional.
In the Department field, you can provide the name of the vendor’s company department this contact person is working in.
In the Position field, you can select this person’s position in a company.
If the contact person doesn’t want to receive CRM e-mails, check the Disallow CRM E-mails box.
To send an e-mail with an activation link, click the Invite to Vendor Portal button. Once the contact person signs into the Vendor Portal, the Last Login Date field will be updated.
After the contact person accepts the invitation and logs into the Vendor Portal, you won’t be able to change their e-mail. Also, the Sign in to the Vendor Portal as this Person button will appear instead of the Invite to the Vendor Portal button in the Main Data tab.
Social Media tab
In this tab, you can list additional communication canals for a contact person.
Click the Add Social Medium button to add a contact person’s account on Facebook, LinkedIn, Skype, etc.
If you add several accounts, you can set the preferred one with the Preferred radio button.
You can add a contact person's photo by clicking on the Upload image file button.
After the contact person signs in to the Vendor Portal, the Photo section will be blocked. If this contact person adds a photo on the Vendor Portal, it will appear in their profile on the Home Portal.
Mailing Address tab
By default, this tab is filled with the information from the associated vendor’s profile. To change the data, uncheck the Use Partner Address box and manually fill in the address details.
Preferences tab
In this tab, you can set data format preferences for a contact person if they differ from those for the vendor.
With the radio button, switch between the Main Account Values and User-defined Values columns.
After switching to the User-defined Values column, you can provide new formats according to this user’s preferences.
In the Format Previews column, you can check how the data will be presented to this user.
Click the advanced link to open additional fields.
CRM tab
In the Customer Relationship Management (CRM) tab, you can create, plan, and review CRM-related actions concerning this contact person. To learn more about CRM, see the https://xtm-cloud.atlassian.net/wiki/spaces/XKB/pages/3252429308/Vendor+profile#CRM-tab article.