Contacts

Use the Contacts tab in Vendors to centrally manage details for individuals who serve as points of contact at the vendor.

Your organization's administrator sets up a default form within the Classic TMS modules. The display of tabs, field groupings, and fields varies depending on whether it's in Create, Update, or Query mode.

The tabs and fields you see within this content may differ from those configured by your organization's administrator. Use this information as a guideline.

The default page view is List view, which displays all information in a spreadsheet-like format. Card view displays the same items as blocks. You can switch between views on desktop platforms by clicking either the list or card icon located at the upper right of the list. Mobile phone and tablet devices only display Card view.

In the Contacts section, view and create vendor contacts.

• Name: First and last name.

• Title: Refers to the role or job title such as manager, director, technical support, and so on.

• Phone: Include a phone number as an alternative method of communication, which can be useful for urgent matters.

• Fax: Include a fax number if necessary for certain types of communication, especially in industries where faxing documents is standard practice.

• Email: The email address allows for efficient communication and direct sending of important information.

• Primary: Identifies the designated individual who serves as the main point of contact.