Manage contacts for vendors

Add additional contact info to a vendor to keep track of multiple contacts on a single vendor record.

Jump to:

• Add a contact
• Edit a contact
• Delete a contact
• Things to know

Add a contact

1. Select Vendors in the navigation menu
2. Select the Vendor to add contacts for
3. Select Contacts
4. Select Add Contact
5. Add new contact's details
6. Select Save

Edit a contact

1. Select Vendors in the navigation menu
2. Locate the Vendor to add contacts for
3. Select Contacts
4. Select the more options dots on the row for the contact you'd like to edit and select Edit
5. Edit details
6. Select Save

Delete a contact

1. Select Vendors in the navigation menu
2. Locate the vendor to add contacts for
3. Select Contacts
4. Select the more options dots
5. Select Delete
6. Select Yes to confirm

Things to know

• We only send payment notifications to the email address of the vendor. They aren't sent to contacts under a vendor's record.
• You can't restore deleted contacts, you can recreate them
• The contact marked as primary contact is based on the first email address entered for the vendor in their main profile.
• The primary contact can't be deleted or edited from the contacts tab, but if the email address needs to be updated, edit the vendor profile.