Managing Contacts
Contact information allows suppliers/customers to reach out for queries or suggestions. It is best to keep your contact information up-to-date.
Follow the steps below to add, edit, and activate your contacts as an Account Admin or Account User with write access.
01/Adding organization contacts
Click Organization Profile on the left tab.
Hover to Contacts at the lower right section of the page.
Click
to add Contacts.
You are directed to the Contact Management page.
Click Create Contact.
Fill out the required fields.
Note: The required fields are marked asterisk (*).
Click Save.
Step result: Your contact is now added.
A) Adding a picture
To add a picture, follow the steps below.
Click .
Upload a picture.
Click Continue.
B) Assigning to an organization
Follow the steps below to assign an organization to a contact. This is widely used for accounts that have multiple organizations.
Click
to assign the contact to an organization.
Switch ON the toggle button.
Note: The toggle switch appears in green when it is ON/Activated.
To view the contact you added, go to Organization Profile. Hover to the lower right corner and you'll see the added contact.
02/Editing organization contacts
Click Organization Profile on the left tab.
Hover to Contacts at the lower right section of the page.
Click
to edit Contacts.
Click the contact's name.
You are directed to the Contact Management page.
03/ Deactivating organization contacts
Click Organization Profile on the left tab.
Hover to Contacts at the lower right section of the page.
Click
to edit Contacts.
You are directed to the Contact Management page.
Hover to ACTIONS.
Click
to deactivate a contact to an organization.
Switch OFF the toggle to deactivate.
Note: The toggle switch appears greyed out when it is OFF/Deactivated.
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