Create/Modify a Contact

Create Contacts

  • From the Dashboard click a supplier in the "My Suppliers" box.
  • On the Supplier Information page, click Add new Supplier Contact under the Contacts heading.
  • On the Create Supplier Contact page, enter the contact's information; required fields are indicated with an asterisk (*).
  • You can also select the "Primary Contact" checkbox to denote this contact as the Primary Contact for that supplier; each supplier has only one Primary Contact.
  • Click Save at the bottom of the page to save this contact.

 

 

Modify Contacts

  • Some users are able to edit or delete contacts based on their role assigned by an administrator.
  • Click the link next to the contact you wish to modify to change a contact’s information.

 

 
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Comments

  • Avatar
    George Chookazian

    I'd like to add United Retail Services as our broker of record.