Additional Contacts for Vendors

A record of additional contacts can be stored on a vendor's record.

Adding a contact

  1. In the left navigation pane, click Vendors
    left nav vendor link
  2. Click the Vendor to add contacts for
  3. Click Contacts
  4. Click +Contact
    Vendor Contacts - Additional Contacts for Vendors - NEO
  5. Add new contact's details
  6. Click Save

Editing a contact

  1. In the left navigation pane, click Vendors
  2. Locate the Vendor to add contacts for
  3. Click Contacts
  4. Click the more options dots
    edit vendor contact - Additional Contacts for Vendors - NEO
  5. Click Edit
  6. Edit details
  7. Click Save

Deleting a contact

  1. In the left navigation pane, click Vendors
  2. Locate the Vendor to add contacts for
  3. Click Contacts
  4. Click the more options dots
  5. Click Delete
  6. Click Yes to confirm

Things to know

  • Payment notification are only sent to the email address of the Vendor. It can not be sent to Contacts under a Vendor's record
  • Deleted contacts can not be restored