Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contacts Subtask

Use this subtask of the Manage Vendors screen to enter contacts and contact information for this vendor.

You can then use this information when placing purchase orders or making inquiries about their services or products.

Note: An error message displays if you attempt to delete a contact line that is affiliated to a lead or contact on the Manage Leads and Contacts screen in Contracts.

Contents

Field Description
Address Code

The address code displays in this field.

Line

This non-editable field displays an automatically generated line number.

Supplier Portal Admin

Select this checkbox to set this contact as the default recipient of Supplier Portal-related notifications. If you select this checkbox, you must enter the contact’s Email Address.

Note: You must select this checkbox for only one contact. If you select this checkbox for multiple contacts, an error message displays.
Created by Supplier

This checkbox indicates the entity that entered the vendor contact. If the supplier entered the contact through Supplier Portal, this field is selected. Otherwise, if the Accounts Payable administrator entered the contact through Manage Vendors, this field is cleared.

Last Name

Enter the last name of the contact.

First Name

Enter the first name of the contact.

Title

Enter this contact's title. You can enter other information about this contact in this space.

Phone Number

Enter the telephone number for this contact.

Fax Number

Enter the fax number for this contact.

Other Number

Enter any other phone number you want to track for this contact, for example, car phone.

Notes

Enter any notes that you want to record for this contact.

Email Address

Enter the email address for this contact.

If you select the Supplier Portal Admin checkbox, you must enter an email address. Otherwise, an error message displays.