Edit Supplier Contact and Person
Explanation
This activity is used to edit both person and supplier contact data on the
Supplier/Supplier Contact tab.
Prerequisites
The person must have been added as a contact for
the specific supplier.
System Effects
If person data is changed, the
corresponding information will be updated in the
Person
window.
Window
Supplier
Related Window Descriptions
Supplier/Contact
Procedure
- Open the Supplier window
and query for the required supplier record.
- Select the
Contact tab.
- Select the contact record.
- Optionally, click Edit to to open up the Full Name
dialog box to change the full name.
- Optionally, click the default language for this person in the Default Language
list.
- Optionally, click the person's country in the Country list,
- Optionally, select the applicable roles from the Role list.
- Optionally, select the type of the decision maker from the Power of Decision list.
- Optionally, select the applicable personal interests from the
Personal Interest list.
- Optionally, select the applicable campaign interests from the
Campaign Interest list.
- Optionally, enter a value in the Supplier
Address ID field manually or select one from the List of Values.
- Optionally, enter a value in the Contact
Address field manually or select one from the List of Values.
- Optionally, select the relevant department from the Department list.
- Optionally, set the address as an address primary and/or
address secondary by selecting the Address Primary and/or Address
Secondary check boxes.
- Optionally, select the Connect to All Supplier Addresses checkbox
to connect a contact to all the addresses.
- Optionally, set the contact as supplier primary and/or supplier secondary by selecting the
Supplier
Primary and/or Supplier Secondary check boxes.
- Optionally, select the Blocked for Use in CRM check box to block the contact from
being used in CRM objects.
- Optionally, you can enter a
note in the Note field.
- Save the changes.