This article will teach you how to add a new contact (person) to a previously entered vendor.
- From the Property & Facility menu, click Vendors.
- From the Vendors page, click the Vendor Name that you desire to add a contact to.
- From the [Vendor Name] page, click the Contacts tab and then click the Add Contact button (it looks like a + sign).
- Once the Add New Contact window has opened, complete the form presented:
| Field | Explanation |
|---|---|
| Name of new contact ... | Enter the full name of the vendor contact. |
| Notes | Enter any notes associated with the vendor contact. |
| Primary Information | |
| Property | Select which property the vendor contact is for. |
|
Enter the email address of the vendor contact. Note: User email addresses are unable to be edited once entered into WorkSpace. If an email address requires editing, please disable the erroneous user account, and then add a new user account with the correct email address. See Disabling a Vendor Contact for instructions. |
|
| Phone | Enter the phone number of the vendor contact. |
| Address | Enter the address of the vendor contact (Street, Street 2, City, State, Zip Code). |
| Type |
Select the type of contact: Daily - This contact serves as the main contact for all daily activities for the vendor (this is the most common contact). Executive - This contact serves as the overall executive contact for the vendor (i.e. Regional Manager). Administrative - This contact serves in an administrative function for the vendor. Accounting - This contact serves in an accounting function for the vendor. |
- Click the Save button.
- Your new contact has been saved and added to the vendor. If the vendor has been selected to receive work order access for Service Requests and/or Preventive Maintenance, the vendor contact will now appear in the drop-down lists when assigning a work order or PM schedule to a user. For additional information, see Editing Property Work Order Access for a Vendor.