Overview
The Contacts tab shows every contact linked to a supplier record. Common contact types include salespeople, accounts payable, customer service, and any other person at the supplier who needs to be reached.
👥 Access permissions
Only users with permission to access Suppliers can view or edit a supplier's contacts. Review user roles before granting access.
📍 Location in the app
Purchasing>Suppliers> select a supplier >ContactsGlobal Search > search for a supplier >
Contacts
Search contacts
Search by contact name.
📝 Note
Partial searches are supported. For example, searching "Je" returns both Jessica and Jeffrey.
Add a contact
Select
Add contact.Complete the following fields:
Contact name (required)
Email address (must include a username,
@, and domain)Phone (using the correct country format)
Mobile (using the correct country format)
Click anywhere on the white background outside the form to save the contact automatically.
📝 Note
Only Contact name is mandatory. If Email, Phone, or Mobile is partially filled with invalid formatting, an invalid pop-up appears. The contact can still be saved, but is flagged in red in the contacts list until the formatting is corrected.
Edit a contact
Click the
+icon next to the contact to expand it.Update the contact fields.
Click anywhere on the white background outside the form to save automatically.
📝 Note
The same validation rules apply as when adding a contact. Invalid fields flag the contact in red until corrected.
Delete a contact
Click the ⋮ (more options) menu next to the contact.
Select
Delete.
📝 Note
A pop-up appears briefly after deletion with an option to undo. Once dismissed, the contact must be re-added manually if needed.
✋ Warnings:
Contacts flagged as invalid cannot be deleted. Any invalid fields must be corrected first.
A short pop-up appears after deletion with an
Undooption. Once dismissed, the contact cannot be recovered and must be re-added manually if needed.