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

1. Open the Supplier window and query for the required supplier record.
2. Select the Contact tab.
3. Select the contact record.
4. Optionally, click Edit to to open up the Full Name dialog box to change the full name.
5. Optionally, click the default language for this person in the Default Language list.
6. Optionally, click the person's country in the Country list,
7. Optionally, select the applicable roles from the Role list.
8. Optionally, select the type of the decision maker from the Power of Decision list.
9. Optionally, select the applicable personal interests from the Personal Interest list.
10. Optionally, select the applicable campaign interests from the Campaign Interest list.
11. Optionally, enter a value in the Supplier Address ID field manually or select one from the List of Values.
12. Optionally, enter a value in the Contact Address field manually or select one from the List of Values.
13. Optionally, select the relevant department from the Department list.
14. Optionally, set the address as an address primary and/or address secondary by selecting the Address Primary and/or Address Secondary check boxes.
15. Optionally, select the Connect to All Supplier Addresses checkbox to connect a contact to all the addresses.
16. Optionally, set the contact as supplier primary and/or supplier secondary by selecting the Supplier Primary and/or Supplier Secondary check boxes.
17. Optionally, select the Blocked for Use in CRM check box to block the contact from being used in CRM objects.
18. Optionally, you can enter a note in the Note field.
19. Save the changes.