Contacts Subtask

Use this subtask to create new records, and to update or delete existing records. When you save a new vendor address contact, Costpoint automatically sends an email notification to the administrator email address.

Contents

Field	Description
Line	Enter the line number for the record.
Supplier Portal Admin	Select this checkbox to default the record contact as recipient of the Supplier Portal-related alerts. An email notification is sent to the contact whenever the administrator enters action notes.
Created by Supplier	This checkbox indicates that the record was created by the supplier. If you click New, this checkbox automatically defaults to selected.
Last Name	Enter the last name of the vendor address contact person.
First Name	Enter the first name of the vendor address contact person.
Title	Enter the contact's job title.
Phone Number	Enter the contact person's phone number.
Fax Number	Enter the contact person's fax number.
Other Number	Enter any other phone number you want to track for this contact.
Email Address	Enter the contact person's email address.
Notes	Enter any notes you want to record for this contact.
Submit Request to Create User Login	Select this checkbox if you want to request a user login ID to be created for this vendor contact. This field is visible if the Vendor User Login Creation checkbox is selected in Configure System Settings.
	When you select this checkbox and clicked Save, the action triggers an email notification to the AP administrator on the Configure Vendor Settings screen requesting to create a user login for the vendor contact.
User ID Exist	If the vendor contact has an existing user login in Manage Users screen, then this field is selected. The application also displays the User ID and Login ID created, but is "read-only" if user login exists.
User ID	This field displays the user ID for the vendor contact.
Login ID	This field displays the login ID for the vendor contact.