Michael Intravartolo
Sep 12, 2016
Transcripts
0:02 in this session we're going to walk through the process of adding a new
0:15 contact to an existing vendor from the home page
0:20 i'm going to select vendors here i see a list of all of our existing vendors and
0:26 in this example we have a new contact associated with our vendor London
0:31 postmaster
0:32 so to add a new contact from the vendor list i'll select the vendor I want to
0:37 edit and click Edit now on the vendor card up on the ribbon
0:44 I have a button called contact this allows me to view or edit detailed
0:48 information about contacts associated with this vendor i'll go ahead and click
0:54 on contact here i see a list of contacts associated with London postmaster the
1:01 first record which is in bold is the company contact that contains the
1:07 primary company contact information below that i see that i have two person
1:14 type contacts who are individuals associated with a vendor London
1:21 postmaster to create a new contact
1:25 I right from this list i click on the create a new entry button and this will
1:33 open the contact card
1:35 now i can type in my new contacts information so soon maher is our new
1:43 contact from here I can select that this is a new company in this case it's a
1:48 person and after i select person I need to associate this person with a company
1:55 so i start typing in my vendors name it found London postmaster and as soon as i
2:03 type in the company name
2:05 you'll notice under the communication tab
2:07 that the address information automatically filled in for me based on
2:11 all of the values associated with my vendor in this case if i needed to
2:17 change
2:18 sooo mayor's