How to look up, add and amend Supplier Contacts
The Contacts section is where you can look up and add any Contact related to your Block.
They’re divided into Users (like Agents or Company Members) and Suppliers.
When you click on Suppliers you'll see this screen. Refer to the Navigation article for more tips on how to use lists.
You can edit existing details by clicking on the Action icon to the right of each entry. This takes you through to the screen below, and by clicking on the various tabs, you can edit the Supplier's details, check and access Works Orders, access and pay their Invoices, add or amend the Categories, send Messages, add Notes, upload Files, or even view the Log. There are articles in the Help Center to guide you through these.
Add a new Supplier by clicking on the Create Supplier button at the top left of the main screen ('Agency contacts' 'Suppliers').
If you want to record financial data about this Supplier, such as bill payments, or allocating Service Charge Schedules, you’ll need to assign a Category to the entry. It’s best to do that first so you don’t forget! Click on the Categories tab, and tick the ones that apply.
Now go back to the Details tab where you can type in the new Supplier's details, web address, and a little more information about them in the Description field if you wish. You can add their contact details too, and whether the email or phone number is work, home or a mobile for example.
If you need to enter more than one address or phone number, a new field will appear automatically below once you’ve entered the first one.
Click the Create button at the bottom of the screen, and you’re done.
To make life easier, you can import a spreadsheet with all your Suppliers’ details. You can find out how to do this in the Supplier import article.