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Supplier contact may be any interaction with a Supplier such as a telephone call, email, meeting, or appointment. The Contact tab of the Supplier Management module enables the details of this contact to be recorded. Contact entries may also be modified and marked as completed. Items within the Contact tab can also be viewed as Tasks or Appointments in the associated Task or Appointment Diary and can be useful for follow ups.
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In the main menu navigate to Suppliers > Supplier Management. Select the Supplier and click on the Contact tab.
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Tasks are used to record contact with the Corporate Account and the activity of the responsible employee. Tasks can be given future dates for scheduling and will display on the employee’s Task Diary when the date arrives. Task Types include emails, telephone calls, follow-ups, and general tasks.
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Select a Corporate Account in the Search tab of the CRM module.
Navigate to the Contact tab.
Click the Add button.
Select Task or Appointment at the top of the Add New window.
Select the Type of the new contact record.
Enter the Subject. Double click the field to select from a list of defaults. Alternatively, type a new subject or project name which can be added to the default list with the Add button next to the field.
Set the time and duration.
By default, the contact record will be assigned to you. Double click the Assigned field to assign it to a different user.
Double click the Contact field to select a contact person of the Supplier.
Enter the Location and Details.
Click the Attach button
to attach documents and files to the contact record.The new record may be set as:
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