Managing vendor contact persons

Add, edit, or delete the individual contact persons listed on a vendor record.

Add a contact person

1. Go to Vendors and select the vendor.
2. In Contact persons, select Add contact person.
3. Complete the contact person’s details. First name and Last name are required.
4. Select Add contact person.

James adds the person to the vendor’s contact-person list.

Edit a contact person

1. Go to Vendors and select the vendor.
2. In Contact persons, select the actions menu next to the contact person.
3. Select Edit.
4. Update the details.
5. Select Save changes.

James updates the contact person on the vendor record.

Delete a contact person

1. Go to Vendors and select the vendor.
2. In Contact persons, select the actions menu next to the contact person.
3. Select Delete.
4. In Delete contact person, select Delete contact person.

James removes the contact person from the vendor record.