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XTRF Home Portal Modules

Contact summary tab

In this tab, you can check the details of this vendor's contact persons.

If you have checked the Individual checkbox while adding a new vendor and provided their personal information in the additional fields (see the Create a new vendor profileguide), a contact person with the same name and address will be displayed in the contact summary tab.

To find out how to add a contact person, see the Create a new vendor profile – Add a contact person guide.

To edit the contact person's details, hover over their card and click the Show Profile button that is displayed in the card’s bottom right-hand corner.

Show_contact_profile.png

You will be directed to this contact person profile in the Contacts tab (see the Vendor contact person profile section).