Manage Vendor Contacts

availability

Platform:	WebMobile
Plan Type:	BasicEssentialPremiumEnterprise
User Type:	RequesterFull UserAdministrator

You can create contacts for a vendor. Each contact has its own contact information. MaintainX lists each vendor's contacts in the vendor details. You can add, edit, and interact with contacts.

Create a New Vendor Contact

Web

1. From the sidebar, select Vendors.
2. In the Vendors module, select the vendor whose contacts you want to interact with to display its details.
3. In the vendor details, navigate to the Contact List section.
4. Select New Contact.
5. Fill in the new contact fields, and then select Create.

Mobile

1. From the bottom navigation bar, select More.
2. On the More Options screen, navigate to Product Features, and select Vendors.
3. In the Vendors module, select the vendor whose contacts you want to interact with to display its details.
4. On the vendor details, navigate to the Contact List section.
5. Select + New Contact.
6. Fill in the new contact fields, and then select CREATE.

Edit Vendor Contacts

Web

1. From the sidebar, select Vendors.
2. In the Vendors module, select the vendor whose contacts you want to interact with to display its details.
3. In the vendor details, navigate to the Contact List section.
4. Select the (edit) icon for the contact you want to edit.
5. Edit the new contact fields as needed, and then select Update.

Mobile

1. From the bottom navigation bar, select More.

2. On the More Options screen, navigate to Product Features, and select Vendors.

3. In the Vendors module, select the vendor whose contacts you want to interact with to display its details.

4. On the vendor details, navigate to the Contact List section.

5. Select any contact to display its details.

6. On the Contact Details screen, do any of the following.

   • Select EDIT to edit the contact's information.
   • Edit the new contact fields as needed, and then select Update.

Delete Vendor Contacts

Web

1. From the sidebar, select Vendors.
2. In the Vendors module, select the vendor whose contacts you want to interact with to display its details.
3. In the vendor details, navigate to the Contact List section.
4. Select the (trash can) icon for the contact you want to delete.

Mobile

1. From the bottom navigation bar, select More.
2. On the More Options screen, navigate to Product Features, and select Vendors.
3. In the Vendors module, select the vendor whose contacts you want to interact with to display its details.
4. On the vendor details, navigate to the Contact List section.
5. Select any contact to display its details.
6. On the Contact Details screen, select (more options).
7. From the more options menu, select Delete Contact.

Phone, Email, or Text Vendor Contacts

availability

Both Full Users and Administrators can phone, email, or text vendors from the contact listings in MaintainX.

Web

1. From the sidebar, select Vendors.

2. In the Vendors module, select the vendor whose contacts you want to interact with to display its details.

3. In the vendor details, navigate to the Contact List section.

4. Do any of the following:

   • Select a contact's email address to send an email to the contact.

     MaintainX uses your computer's default email application.

   • Select a contact's phone number to start a phone call with that contact.

     MaintainX uses your computer's default application for voice calls.

Mobile

1. From the bottom navigation bar, select More.

2. On the More Options screen, navigate to Product Features, and select Vendors.

3. In the Vendors module, select the vendor whose contacts you want to interact with to display its details.

4. On the vendor details, navigate to the Contact List section.

5. Select any contact to display its details.

6. Do any of the following:

   • Select a contact's email address to send an email to the contact or copy the email address to the clipboard.

     MaintainX uses your mobile device's default email application.

   • Select a contact's phone number to start a phone call with that contact, send a text message to the contact, or copy the phone number to the clipboard.

     MaintainX uses your mobile device's default application for voice calls or text messages.