The Vendor Details page contains a Contact List. This list contains the name, title, and phone number of the person or persons at this company to contact with questions, authorization, or in emergencies. You can add, delete, or update the contact person information. This procedure is very similar to adding a customer contact.
To add a vendor contact,
1. From the Planner page navigation bar, click the (Rolodex) Vendor command.
The Vendor Rolodex page opens.
2. In the Vendor Name field, type part of the vendor name and click the Search button.
Vendors that match your search are listed.
3. Click the Name link.
The Vendor Details page opens.
4. Click the Add Contact button.
The Add Contact page opens.
5. In the Name field, type the contact’s name.
6. In the Title field, type the contact’s title.
7. In the Phone field, type the contact’s telephone number.
8. Click the Save button.
The contact’s name, title, and phone number appears in the Contact List area of the Vendor Details page.
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Updated December 16, 2004