Vendor

Purpose

Relationship

Type

  • Company: One company have multipe contact point
  • Individual:

Activity

Create new Vendor

Create new Contact Point of a Vendor

Tips: Narrow the searching to Contact by click Filter dropdown and choose Invidual

  • Step 2: On this Vendor, Click Add button at Contract & Addresss tab

  • Step 3: Fill the personal Name and Email of the Contact.

Assign Contact Point to Vendor

Tips: Narrow the searching to Contact by click Filter dropdown and choose Invidual

  • Step 2: Dropdown the Company fields to assign to this Contact