Manage Contact Information

Unlike Vendors, Contacts do not have their own home pages in Siterra. Instead, Contacts are managed from the Contacts page.

Access a Contact's information:

1. Navigate to the Contacts page.

2. Click the Contact name.

   A new window appears containing the Contact's information.

When you opens the Contact's information, the following sections are displayed:

• Contact Details: Contains basic Contact information, such as name, company, and email.

  Administrators can associate a Contact to a particular Vendor. Once associated, the Vendor name appears in the Vendor field of the Contact Details section.

• Phones: Displays various phone numbers for the Contact.

  You can set a certain phone number or email address as primary.

• Business Address: Displays the Contact business address.

• Mailing Address: Displays the Contact mailing address.

• Home Address: Displays the Contact home address.

• Other Address: Displays any other address associated with the Contact.

• Notification Subscriptions: Allows users to set up notification subscriptions for the Contact.

Primary Email

You can enter multiple email addresses for a Contact and designate one as primary.

1. Navigate to the Contacts page.

2. Click the menu stacks button next to the Contact name, then click Edit.

   A new window appears.

3. Click the Emails tab to view the Emails section.

4. Click the menu stacks button next to the desired email address, then click Edit.

   The section expands to display a form.

5. Select the check box next to Is Primary.

6. Click Submit.

   The email is marked as the primary email for the Contact.

Primary Phone

You can enter multiple phone numbers for a Contact and designate one as primary.

Business Phone is the default primary phone number for the Contact.

1. Navigate to the Contacts page.

2. Click the menu stacks button next to the Contact name, then click Edit.

   A new window appears.

3. Click the Phones tab to view the Phones section.

4. Click the menu stacks button next to the desired phone number, then click Edit.

   The section expands to display a form.

5. Select the check box next to Is Primary.

6. Click Submit.

   The phone number is marked as the primary phone number for the Contact.

   Add Vendor Location Codes

   You can add vendor Location Codes on the Vendor page.

7. From the Siterra homepage, navigate to the top menu bar, select Directory > Vendors.

   Click Browse.

   The Vendors directory opens.

8. Navigate to the desired Vendor and click in the Vendor name.

   The Vendor's page opens.

9. Scroll down to the Location Codes section and click the Add button.

   A new window opens to the Location Code information.

   • The name and Location Code are the only mandatory fields.

   • You can also add a description of the code here, along with address information and other information here.

10. Click Save when complete.

    The new Location Code displays in the grid.