New Feature - Vendor Contacts

davesmith87

I'm curious on what everyone is doing for vendor contacts. For example, say you have a vendor for a client that you work closely with, and they have 6 different contacts.

I currently just been adding those contacts under the "Vendor" notes, but that data is really structured.

The "contacts" client_contacts.php, page seems to be for internal client contacts only.

Maybe it's as simple as adding a checkbox when editing/creating a Contact called "vendor" (next to billing / important / technical)?

aftechro

you can go to https://demo.itflow.org/settings_vendor_templates.php to set your vendor templates, then in client section, under vendors, add vendor from template

and then, you can use that vendor for your client.

you`ll have to add the vendor from template on all the clients the same vendor provides services, but you only add the vendor once in he vendor templates

johnny

@aftechro I think @davesmith87 was asking about adding multiple contacts to client vendors.

I can see this being useful because we also have vendors with multiple contacts such as Support Contact, Account Manager, Assigned Sales Engineer, Contact, escalation contacts etc

@davesmith87 I can see this being very useful and will implement soon as I currently do what you do, just add the other contacts to notes

aftechro

johnny oh, missed understand, that make sense.

davesmith87

Thanks for the reply. That was my use case. I have a client who has at least a dozen vendor contacts. Will keep putting them in the notes until I see an update.

Thanks for all your hard work with this software.