Managing Organization Contacts

Use this screen to add, edit, and maintain contact information associated with your organization. Contacts are used throughout the system for communication, notifications, and reference purposes.

Access

• From the top navigation bar, select My Org.
• On the My Organization page, select Contacts.

The Editing Contacts for Vendor screen will display, showing all existing contacts for the organization.

Contact Fields

Each contact record includes the following fields:

• Contact Type
  Select the type of contact (for example, Supplier Info, Sales, Billing, or Support).
  Contact types are managed under General Management.

• First Name
  The contact’s first name.

• Last Name
  The contact’s last name.

• Email
  The primary email address for the contact. This may be used for notifications or correspondence.

• Job Title
  The contact’s role or position within the organization.

• Contact
  Additional contact information such as phone number or priority level, depending on configuration.

• Notes
  Optional internal notes related to the contact. These notes are for reference purposes only.

Editing a Contact

To update an existing contact:

1. Locate the contact you want to update.
2. Select Edit.
3. Modify the required fields.
4. Save your changes to apply the updates.

Changes take effect immediately after saving.

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