I cannot find my supplier's contact person. What should I do?
If you cannot find a contact person within the suppliers' list, follow the steps below.
Step 1: Hover your mouse over the General icon on the left-hand side of your screen.
Step 2: Click on Companies, your screen will look like the picture below, and select the company with which the contact person should be associated.
Step 3: Once on the company's page, go to the top right-hand corner of your screen and click on "Link contacts."
Step 4: If the contact person already has an account but is not linked to that specific company, you can find and select them in the "Add existing contacts" tab.
Step 5: If they don’t have an account yet, click on the "Create a new contact" tab and add their email address, name, and phone number.
Step 6: Don't forget to click on Create; if you want to add another contact, you can click on Create And Add Another.
After completing these steps, the contact should be available.
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