Vendor Location Contacts

1.Managing Vendor Location Contact Information in Uplink

To update contact details for a specific location, start by navigating to the Contact 1 module from the main menu. On this screen, you’ll find an “Add Contact” button in the top-right corner. Clicking this button allows you to add a new contact record for the selected location. Please note that contacts can be added one at a time using this feature.

2. Adding a New Contact

To add a new contact, simply click the “Add Contact” button 2 located in the top-right corner of the screen. This will open the Contact Details form, where you can enter the relevant information. 

All fields marked with an asterisk (*) are mandatory and must be filled out before the “Save” button becomes active.

• Contact Name: Enter the full name of the contact person.
• Title: Provide the contact’s job title or designation.
• Usage Type (*): Select the appropriate role for the contact—Primary, Secondary, or     Backup.
• Contact Type (*): Choose the type of contact, such as Direct, Corporate, or other relevant options.
• Contact Method (*): Specify how the contact can be reached—Phone, Fax, etc.
• Contact (*): Enter the actual contact information based on the selected method.

Note: If Phone is selected as the contact method, only a phone number is accepted. Email addresses or other formats will not be permitted.

If the contact is compatible with SMS communication, check the SMS-compatible box to enable this option.

Once all required fields are complete, click “Save” 3 to add the contact. To discard any changes, click “Cancel.” In both cases, the user will be redirected back to the main Contact screen.

3.Editing an Existing Contact

To edit a contact, click the pencil icon 4 next to the relevant entry. The contact’s details will appear in an editable form. Make the necessary changes, then click “Save” to apply your updates.

4.Deleting a Contact

To delete a contact, click the trash icon 5 located next to the pencil icon. Please note that this action will permanently delete the selected contact from the list.

5.Searching for a Contact

If multiple contacts exist, use the search functionality 6 to quickly find specific entries. Filter the records by Vendor Name, Contact Method, or Usage Type to locate the desired contact efficiently.