You can now add an additional contact to a Supplier' profile, with the choice of including them (or not) on request notifications. Visibility of additional contacts is provided via a new additional contact icon, and additional contacts will also be displayed in the project's Audit Trail too.
Adding an Additional Supplier Contact(s)
To add an additional supplier contact:
- From the Contractor/Contacts / Contacts sub-tab, find the supplier you want to add an additional contact to, and click the 'pencil' edit icon, to the far right of that line.
This will open the Edit Contact screen for that supplier.
- Scroll down to, and click the '+ Add Additional Contact' button, to open the additional contact's section
- Then complete the additional contracts First and Last Names, their email address
NOTE: At this point, you can decide if you would like them to be sent notifications also - ticking the 'Send Notifications' check box if so. - You can add more than one additional contact, by following the same steps above.
- Once all additional contacts have been added, scroll down to the bottom right of the screen and click the 'Save Changes' button to confirm.
This will load your additional contact to the supplier profile. And clicking on the Contacts sub-tab, will refresh your contacts list, with the addition of the Additional Contacts icon - indicating you have one or more additional contacts listed for that supplier.
