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(2024.1) Vendor - Contact Tab

Contact

Contact tab
Contact tab

The 'Contact' tab provides the User the ability to associate Contacts with a specific Vendor. The User can manually manage these associations by using the Add, Add Existing, and Delete Selected functionality available on the Contact tab.

Adding New Contacts

After clicking on the image-20240612-185659.png  button, the User is presented with a data-entry form used to build a basic Contact: First and Last Name, Email and Phone Number. Adding a new Contact here will create a new record in the Workers/Contacts section of the application as well as an association record for the Vendor.

Adding Existing Contacts

After clicking the image-20240612-185725.png  button, a list of existing Contacts is presented. Searching through this list and selecting multiple entries will allow the User to add all the required contacts. Select each of the Contacts that need to be associated with the Vendor and click the 'Save and Close' button.

Deleting an Association

Selecting the image-20240612-185741.png  button from this grid does not delete the Contact entry it merely removes the association from the Vendor.