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Comment ajouter des contacts supplémentaires à un profil de fournisseur dans la Gestion financière du portefeuille?

 Remarque
Les informations contenues dans cette FAQ s'appliquent aux comptes avec le produit Gestion financière du portefeuille dans Procore. Contactez votre Procore point of contact pour de plus amples informations. 

Réponse

  1. Click the hamburger icon in Portfolio Financials and click Vendors
    hamburger-icon-vendors.png
  2. Locate the vendor you want to add contacts to and click on their account.
  3. Click the pencil  icon at the top of the page. 
  4. In the '[Vendor Name] Contacts' section, click Add New.
    add-new-vendor-contact.png
     
  5. Fill out the following information for the contact:
    • First Name
    • Last Name
    • Company Role
    • Phone
      Note: Click Add another phone number if you want to add an additional phone number.
    • Email Address
  6. Click Save Contact to save the contact.
    OR
    Click Save and Add Another to save the contact and begin creating another new contact.
 Conseil
Be sure to only add vendor contacts to the vendor's contact section, and not your organization's contacts section (at the bottom of the page). The bottom section is intended for internal contacts who can act as references for the vendor. See Add Contacts as References for Vendors in Portfolio Financials.