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Vendor contact person profile

Vendor contact person profile

Introduction

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.

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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.

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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.