Main data tab (Vendor contact persons)
In this tab, you can enter the details about this contact person. Some fields are already filled with the information provided during the creation of this contact person. Some dates are provided automatically. Other fields are optional.
In the Department field, you can enter the name of the vendor’s company department this contact person is working in.
In the Position field, you can select this person’s position in a company.
If the contact person does not want to receive CRM e-mails, select the Disallow CRM E-mails checkbox.
To send an e-mail with an activation link, click the Invite to Vendor Portal button. Once the contact person signs into the Vendor Portal, the Last Login Date field will be updated.
After the contact person accepts the invitation and logs into the Vendor Portal, you will not be able to change their e-mail as long as this person has an Active status (see the How to change the e-mail address of an already registered vendor guide). Also, the Sign in to the Vendor Portal as this Person button will be displayed instead of the Invite to the Vendor Portal button in the Main Data tab.