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Manage a Vendor's Contacts

1. Navigate to the desired vendor's Vendor Information for screen.

   Note: Refer to Modify a Vendor Record or Create a Vendor Record for more information.

   

2. Complete the following procedures as needed to manage vendor contacts:

   Add a Contact	Click the Add (green +) button beside the Contacts heading to display the Contact Information window. Continue with the procedure below.
   Edit a Contact	Click a contact’s View button to display the contact’s Contact Information window. Continue with the procedure below.
   Delete a Contact	Click a contact’s Close (red X) button to delete it from the Vendor Information for screen. Click the Submit Changes button to display a save confirmation window. Click the Close button to close the confirmation window. Click the tab's Close button to close the screen.

3. Enter/edit Vendor Contact information in the window.

   Note: Required fields and settings are displayed with red borders.

   First	Enter the contact's first name.
   Last	Enter the contact's last name.
   Title	Enter the contact's title.
   Addresses	If an address record is not needed, click its Close (red X) button to close it. If an additional address record is needed, click the Add (green +) button to open it.
   	Preferred	If this address record is the preferred method of contact, check the checkbox.
   	Type	Select the appropriate value from the drop-down menu.
   	Address 1	Enter the first line of the street address.
   	Address 2	Enter the second line of the street address (if applicable).
   	City	Enter the city.
   	State	Enter the two-letter abbreviation for the state.
   	Zip	Enter the ZIP code.
   Phones	If a phone record is not needed, click its Close (red X) button to close it. If an additional phone record is needed, click the Add (green +) button to open it.
   	Preferred	If this phone record is the preferred method of contact, check the checkbox.
   	Type	Select the appropriate value from the drop-down menu.
   	Voice	If this phone number can receive voice calls, check the checkbox.
   	Text	If this phone number can receive text messages, check the checkbox.
   	Phone Number	Enter the entire (xxx-xxx-xxxx) phone number.
   Emails	If an email record is not needed, click its Close (red X) button to close it. If an additional email record is needed, click the Add (green +) button to open it.
   	Preferred	If this email record is the preferred method of contact, check the checkbox.
   	Type	Select the appropriate value from the drop-down menu.
   	Email Address	Enter the entire email address.

4. Click the Save button to close the window and display the contact information on the Vendor Information for screen.
5. Click the Submit Changes button to display a save confirmation window.
6. Click the Close button to close the confirmation window.
7. Click the tab's Close button to close the screen.