EditPurpose
To view, update, and add contacts within the Vendors database.
EditLocations Used
Vendor Maintenance, Vendor Notes
EditOverview
You may have several contacts for each vendor that you do business with. You can store vendor contact information in the LegalSuite database.
EditView Vendor Contacts
To view a list of contacts for your vendors, make the menu selection
Accounting⇒Vendors⇒Vendor Contacts from the navigation bar.
 Vendor Contacts |
By default, a list of contacts for all vendors in the database will be displayed on this page.
To narrow the list displayed:
- Select a search method from the Search pull-down menu.
- Specify a value for that search method.
- Click on the GO button to search the database and update the list displayed.
To view details for a vendor contact, click on the vendor number for that contact.
EditAdd A Contact
To add a new vendor contact, select the
ADD NEW ENTRY button from the Vendor Contacts page.
 Vendor Contacts - Add |
All fields marked with an asterisk "*" are required. You cannot save the vendor contact successfully until a value is specified for each of these fields.
1. Vendor Number* - Enter a vendor number you wish to use. Or click on the Search icon to bring up the Vendor Search window and make a selection from there.
2. Vendor Name – This non-editable field displays the name that corresponds to the vendor number that is displayed in the Vendor Number field.
3. Contact Name* – Enter the first and last name of the vendor contact.
4. Address 1*, Address 2, City*, State*, Zip Code* – Enter the address for the contact.
5. Active – Check this box if the vendor contact is currently interfacing with your company. By default, this box is checked.
6. Phone*, Fax, Cell Phone – Enter the phone numbers for this contact.
7. Email – Enter the email address for this contact.
8. Notes – Enter any notes you would like regarding this vendor or contact.
Click on the SAVE button to add the new vendor contact. Click on the CANCEL button to discard your changes.
EditEdit an Existing Vendor Contact
1. Select a vendor contact to edit.
There are two ways to select a contact:
- From the Vendor Contacts page - if you are viewing the list of vendor contacts, click on the "Edit" link for vendor contact.
- From the Vendor Contact Details page - if you are viewing the details for vendor contact, click on the EDIT DETAILS button on that page.
The Vendor Contact Details page will appear.
2. Make changes as necessary. Refer to the section "Add a Vendor Contact" for an explanation of each of the input fields.
3. Click on the UPDATE button to save your changes. Click on the CANCEL button to discard your changes.
 Button selections during EDIT or DELETE |
Edit Delete a Vendor Contact
1. Select a vendor contact to delete.
There are two ways to select a contact:
- From the Vendor Contacts page - if you are viewing the list of vendor contacts, click on the "Edit" link for vendor contact.
- From the Vendor Contact Details page - if you are viewing the details for vendor contact, click on the EDIT DETAILS button on that page.
2. The Vendor Contact Details page will appear. Scroll to the bottom of the page.
3. Click on the DELETE button to remove the vendor contact from the LegalSuite database.
4. You will be asked to confirm that you wish to delete the entry. Click on "OK".
5. The vendor contact will be deleted from the LegalSuite Database. It will no longer be seen on the Vendor Contacts page.