Add Contacts |
|
The Contacts section in the Trade Partner Details page allows you to capture contact details of the Trade Partner. You can to add, save or delete Trade Partner's contact information. Multiple contact types can be stored for a Trade Partner.
To add contacts to a trade partner:
1 Click Add Trade Partner from the left navigation panel or click Find Trade Partner and search for the record you want to modify.
2 Scroll down to the Include contact with this Trade Partner field and select the Yes radio button; the Contact section expands.
Figure 1: Contact Section
3 When you enter the first contact information, the Contact Type is chosen as Primary. See Figure 1. Fill in the address information and click Save.
Once you save the Primary address information, the Contact Type drop-down list is enabled for adding more contacts.
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Note: Only one contact per contact type can be stored. |
A drop-down list of saved contacts is created adjacent to the Contact title to help you find contacts easily. See Figure 2. Selection of a contact from the drop-down list populates the Contact section with the respective contact information.
Figure 2: Contact Section After Saving
Select
an existing contact from the drop-down list. Modify the entry
and click 
to save.
The page refreshes with a confirmation on saving after validating
the entries. You can also click this icon while creating a Trade
Partner to save the Trade Partner.
Click 
to delete
the contact information. You cannot delete a Primary contact unless
you delete all other contacts created after Primary address.
Click 
to add a new contact.
A list of the fields that appear in the Contact section:
Field |
Description |
|---|---|
| Contact Type | Trade
Partner's contact type. One contact per contact type is
allowed. The first contact will be automatically set to
primary and the type will not be editable. After saving
the primary contact, the section allows you to enter following
contact types:
|
| Associate with Address Type | Provides
an alphabetical listing of existing addresses in Type - Address Name
format for selection.
Associate this contact with the address type by selecting from the drop-down. A contact can be associated with only one Address. |
| Salutation | Salutation (Mr., Ms., Dr., etc.). |
| First Name | First name of the contact person. |
| Last Name | Last name of the contact person. |
| Preferred Language | Select the language preferred from the drop-down list. |
| Email ID of the contact person. Must include '@'. | |
| Phone | Telephone number of the contact person. |
| Fax | Fax number of the contact person. |
| Pager | Pager number of the contact person. |
| 24 Hour Phone | Telephone number of the contact person that can be accessed 24 hours. |
|
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