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Vendor contacts

What it does

Contacts are the people you actually deal with at each vendor — the accounts-payable clerk, the sales rep, whoever answers your email. The Contacts tab gathers every contact from every vendor into one searchable directory.

How to use it

Add a contact to a vendor

  1. Open the vendor from Vendors.
  2. In the contacts panel, click Add contact.
  3. Fill in First name and Last name. Email, title and an address are optional.
  4. Click Add contact.

You can also add contacts while you're creating or editing the vendor: click + Add contact on the form and fill in the row. Add as many rows as you need — they save with the vendor.

Browse the directory

  1. Click Vendors in the sidebar, then the Contacts tab.
  2. You'll see every contact across all your vendors, in alphabetical order, with a count of how many there are.
  3. Type a name in the search box to narrow the list.
  4. Click a vendor's name in any row to jump to that vendor.

The directory is read-only — add and edit contacts on the vendor's own page.

Edit or remove a contact

Open the vendor, find the contact, and use Edit or Delete on their row. Deleting a contact doesn't touch the vendor.

Troubleshooting & Help

  • The contact you added isn't in the directory. Check the search box and the filter chips — clear them to see everyone.
  • You can't edit someone from the directory. That screen is a read-only view. Click the vendor's name in the row and edit the contact there.
  • You want to invite a contact to send you invoices. They need an email address on their contact record first. See The vendor portal.