Difference between revisions of "Create vendor contact person"

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If the vendor is a '''Company''' you can add a contact person on the '''Contact persons''' tab of the vendor profile by pressing the '''"New contact person"''' button ''(this tab is missing in '''Freelancers''' and '''In-house''' employees profiles):  
 
If the vendor is a '''Company''' you can add a contact person on the '''Contact persons''' tab of the vendor profile by pressing the '''"New contact person"''' button ''(this tab is missing in '''Freelancers''' and '''In-house''' employees profiles):  
  
[[file:Vendor profile new cont button.png|border|1000px]]
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[[File:2020-07-17 101023.png|border|1000px]]
  
 
It will display the '''New contact person page''' where you can create the vendor's contact person. Just fill in the fields and press '''"Save"''' to confirm the entry:
 
It will display the '''New contact person page''' where you can create the vendor's contact person. Just fill in the fields and press '''"Save"''' to confirm the entry:

Latest revision as of 10:21, 17 July 2020

If the vendor is a Company you can add a contact person on the Contact persons tab of the vendor profile by pressing the "New contact person" button (this tab is missing in Freelancers and In-house employees profiles):

2020-07-17 101023.png

It will display the New contact person page where you can create the vendor's contact person. Just fill in the fields and press "Save" to confirm the entry:

Vendor add contact person.png

  • 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 and invoices. If you want to make this person disappear from the drop-down lists, please deselect this checkbox.