How vendor phonebook and vendor contacts work

Modified on Tue, 16 Jun at 8:10 PM

INTENDED SEARCHES: vendor phonebook, vendor contact, contact person


Vendor phonebook and vendor contact records store people connected to a vendor.


Use this when more than one person at the vendor may need to be contacted.


Fields/options you may see:

- Vendor.

- Contact name.

- Email.

- Contact number.

- Notes.

- Contact person.

- CC email.

- Communication preferences.


Why this matters:

Vendor records should not rely on one general phone number. Good vendor contact details make purchasing, purchase orders, expense follow-up, and billing questions easier.


Support note:

If the user cannot find the option, sees different fields, cannot save, or receives an error, contact support with the record name, page, action attempted, error message, and screenshot if possible.


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