Company Profile Contacts

Created by Kenneth Abad, Modified on Fri, 22 Dec 2023 at 05:31 PM by Kenneth Abad

Company Profile Contacts operate differently from Vendor and Client Contacts. To set your own contacts, you can click the '+' button next to Contacts and this will open the Add Contact modal.


When adding a contact for the Company Profile, it pulls the information from the user list. You can select any active user in the list to add as a contact, and it will autofill the rest of the fields for the contact.


Setting the contact as a main contact will pin the user as the first contact on the list. When a vendor or client views your company, this is the contact that will be seen first.


A contact can be deleted or made the main contact after creation, by right clicking on the contact. This will bring up a context menu to handle the contacts.


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