Contacts tab (Vendors)
By default, in the Contacts tab, you see a list of all vendor contact persons you have in the system with several filters above the list.
You can select another view or create a new one by clicking on the View dropdown list. For details, see the Smart views article.
Important
In this tab, you can also find some contacts related to automatic actions. Do not edit or delete those contacts, as they are required for the proper functionality of automatic workflow jobs.
To hide the contacts related to automatic actions, add a Type filter to the view, and preselect is not Linked with Automatic Action.
To open a contact person profile, click on its row in the table. To open the profile in edit mode, click the
icon. For details, see the Vendor contact person profile section.Click the Import or Export buttons to add new contact persons from other sources or export the existing ones.
If you select the checkbox in the left-hand column, several additional buttons are displayed above the list.
Click the Delete button to erase the contact person from the system. To delete all their personal information, click the
icon and the Erase Personal Data button.You cannot delete several contact persons at once. Therefore, the Delete button is only displayed when one profile is selected.
Click the Send CRM E-mail button to e-mail the selected contact persons. You will be directed to the New E-mail page. For details, see the Send a CRM e-mail guide.
Click the Invite to Vendor Portal button to send an e-mail with an activation link to the selected contact(s). To find out more about Vendor Portal, see the Vendor Portal documentation.
Click the Multiple Change button to make changes to the most important data of one or several contact persons at once. For details, see the Use the Multiple Change option - Vendor contact persons guide.