Difference between revisions of "Update vendor contact person"

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Go to a vendor profile, select the '''Contact persons''' tab and click the '''"Update"''' button in the necessary contact row:
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Go to a vendor profile, select the '''Contact persons''' tab, and click the '''"Update"''' button in the necessary contact line:
  
[[File:Client contacts tab.png|border|1000px]]
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[[File:2020-07-17 102251.png|border|1000px]]
  
 
It will open the '''Update contact person''' page where you can add or change data:  
 
It will open the '''Update contact person''' page where you can add or change data:  
  
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[[file:Update vendor contact person page.png|border|1000px]]
  
On this page, you can edit the vendor's contact person. Just change or add values and press the "'''Update'''" button:
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Click '''"Update"''' to save changes after editing.
  
[[file:Update contact person.jpg|border|350px]]
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*Selected '''"Active"''' checkbox means that this contact person is still working for the vendor company and available for the contact.  
 
 
Selected "'''Active'''" checkbox means that this contact person is still working for the vendor company and available for the contact.  
 
  
 
You'll be able to select this contact person for your jobs. If you want to make this person disappear from the drop-down lists, please deselect this checkbox.
 
You'll be able to select this contact person for your jobs. If you want to make this person disappear from the drop-down lists, please deselect this checkbox.

Latest revision as of 09:12, 13 September 2022

Go to a vendor profile, select the Contact persons tab, and click the "Update" button in the necessary contact line:

2020-07-17 102251.png

It will open the Update contact person page where you can add or change data:

Update vendor contact person page.png

Click "Update" to save changes after editing.

  • Selected "Active" checkbox means that this contact person is still working for the vendor company and available for the contact.

You'll be able to select this contact person for your jobs. If you want to make this person disappear from the drop-down lists, please deselect this checkbox.