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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