Vendor Contacts
Use this screen to set up and manage contacts associated with the selected vendor. Contact-specific information corresponding the highlighted Contact displays on the lower portion of the screen. Use the Status link to determine which Contact records will display, based on their affiliation with the organization.
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After a vendor contact list has been established, you can select a Contact and click the Set as Primary button to designate the Contact as the main point of communication and a green check mark will display adjacent to the Contact's name. Only one Contact can be designated as "primary" at any given time. When a contact is first added, it will automatically be the primary contact. If a new primary contact is specified, the green check mark will automatically be removed from the previous primary contact.
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Select a Contact and click the Remove button if you wish to disassociate the Contact from this vendor. The Remove button sets the status of the vendor contacts to 'No longer affiliated' on a contact-by-contact basis. The link to the organization is preserved, but records are not shown in lists unless requested using the Status filter.
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To Re-instate a Contact (after you have removed it), you need to change the status to include 'No longer affiliated?'. Then the Remove button changes to 'Re-instate' and clicking on this adds the Contact back to the vendor.
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Click Add Contact to open the Search Contacts window.
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In the Search Bar, click the drop-down arrow to open the Advanced Contact Search Options window.
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Click the New button to set up a new vendor contact. Contact information entered here is easily shared among users, even across separate Spectrum companies.
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