Overview of the Contacts Dashboard
The Contacts tab is a centralized place to store and manage contact information for a specific vendor. It ensures that key individuals at the vendor's organization are always within reach.
The dashboard provides a clear table with essential details about each contact.
Key Features of the Contacts Table:
Contact: This column lists the names of the contacts. A "Point of Contact" label will be visible next to the primary contact's name, indicating who is the main person to reach out to.
Title: The professional title or position of the contact (e.g., "Product Designer," "CTO").
Email: The email address of the contact.
Phone Number: The phone number of the contact.
Using the Dashboard:
Add a New Contact: Click the + New Contact button to add a new individual to the vendor's contact list.
Search: Use the search bar to quickly find a specific contact by name, title, or email.
View Details: Click on a contact's name to open a detailed panel with more information and options to edit or delete the contact.
Accessing Contact Details
From the Contacts dashboard, click on any contact's name to open the detailed view panel.
This panel provides a comprehensive look at the contact's information and allows you to manage it.
Contact Details Panel:
Name, Position, Email, Phone: All the essential contact details are displayed clearly.
Point of Contact: This field shows whether the individual is designated as the primary point of contact for the vendor.
Action Buttons: At the top right of the panel, you will find buttons to edit the contact's information or delete them from the list.
Initiating the Process
From the Contacts dashboard, click on the + New Contact button.
A dialog box titled "Add a New Contact" will appear.
Adding Contact Details:
First Name & Last Name: Enter the contact's first and last name.
Email: Enter the contact's email address. This is a required field.
Position: Enter the contact's job title or position within their company (e.g., "Sales Ops").
