A contact is created to manage the supplier relationship. When a contact is added to a supplier, a notification is triggered for expired documents or pending document uploads.
This will help in notifying a supplier and separating the contact specific documents for suppliers document follow up.
To create a new contact:
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On the navigation menu, click Quick Actions > Contact.
Result: The Create Contact page is displayed. -
Enter the values in the respective fields and click Create.
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Click Next to complete the contact creation or click Update to modify the values.
Result: A confirmation message ‘Contact Lindit (Contact Name) processed’ is displayed. You can perform any of the following:- Click Finish & Close to go to the Home page.
- Click Show me the entity to go to the Entity Manage page.
- Click Create One More to go to the Create Contact page.
