Maintain Vendor Contacts

Use this task to add, maintain or delete Contacts of the selected Vendor Location. Each Vendor Location of the Vendor in context has its own set of contacts. You can also use this task to change the order the contacts are listed in the data window.

Prerequisites to complete task correctly.

• Vendor has already been added to Property Manager.

How do you get here?

Community Detail Vendors Tab Tasks Maintain Vendor Contacts

or

Vendor Detail Vendor Locations Tasks Maintain Vendor Contacts

To maintain Vendor Contacts:

To Add a Vendor Contact:

1. Click the Add link to insert a new row of contact information and fill out as appropriate:

   • Order - if this is the first contact to be added to the selected Vendor Location, then it will be first in the list.  If other Vendor Contacts exist, click the Up Arrow or Down Arrow to change it's position in the list.

   • • The order of contacts define which is primary, next in line, etc.

   • Phone Number - this field is pre-filled with formatting, you only need type in the numbers.

   • Extension - extension for the selected contact.

   • Spd Dial - the Speed Dial button on your organization's phone system for the selected contact.

   • Last Name, First Name - name of the contact.

   • • If the contact is being used to list a generic phone number, you can use these columns to describe the phone number (i.e. - Main Office).

   • Email Address - email address for the selected contact.

   • Notes - any notes you want to add about the contact.

   • • This column can be used to describe the type of phone (i.e. - work phone, cell phone, etc.) used by the contact.

2. Click the Add link to insert addition contacts and then click Finished to complete the task.

To Maintain Existing Vendor Contacts:

1. Highlight the contact and make the appropriate changes to the above, including changing it's position in the contact list.

2. Click Finished once you have made all your changes.

To Delete an Existing Vendor Contact:

1. Highlight the contact and click the Delete link.

2. Click Finished once you have deleted each contact that you wanted to remove.

   • As soon as you compete the task, the Vendor Contact is gone and cannot be brought back.

   • If you have removed a Vendor Contact in error, just Close the task or click the Back Navigation Arrow  without savings changes to exit the task without committing to the deletions.

Related Topics:

• Add New Vendor

• Maintain Selected Vendor

• Delete Selected Vendor

• Add New Location

• Maintain Selected Location

• Disable/Enable Selected Location

• Add New Note

• Maintain Selected Note

• Delete Selected Note

• Maintain Goods & Services for Selected Location

• Add AP Vendor

• Maintain AP Vendor

• Disable/Enable AP Vendor

• Add New Vendor Account Holders

• Maintain Vendor Account Holders

• Change AP Vendor ID

• Maintain Invoice Account Types