Vendor Contacts

Vantaca allows you to list multiple contacts under an individual vendor record so that you can easily stay in contact with the appropriate person within that vendor’s organization.

This is especially helpful if you want to record a different contact for the accounting department than the administration or customer service department. Or perhaps, each association has their own designated point of contact with your vendor; Vantaca’s Vendor Contacts can help you manage those contacts and keep them organized. 

To setup and manage your vendor contacts:

1.  Navigate to Vendors > Vendor Contacts. 
   The header display primary contact information, insurance, and payment information for the vendor you selected, with clickable links to other vendor pages.
   
   
    
2. Click Edit next to an existing contact to make updates, or create a new vendor contact by clicking New Contact.  
   The Edit Vendor screen displays.
   
   
    
3. Provide the following information:
   • Is Primary: Select to override the Primary contact information for this vendor with the information listed here. 
   • Name: Enter the name of the contact as it will appear both in communications and when selecting contacts internally through Action Items or Contracts. 
   • Title: For information purposes only. 
   • Email: Enter the email that will be used for communcation from Vantaca. 
   • Phone: Enter the contact's phone number. This can be used as a Merge Tag. 
   • Fax: For information purposes only. 
   • Allow Login Access?: Select if you want the contact to have login access to Vantaca.net and view Action Items and accounts assigned to them. 
     Note: Selecting this will assign the vendor the Vendor role and responsibility. Be sure to check the permissions on the Vendor role before allowing them access to your database. This is typically used for Collection Attorneys.
   • Password: If you selected the previous Allow Login Access option, enter the password the vendor will use to login. 
     Note: Vantaca does not communicate this password to the vendor. It will be your responsibility to give them login credentials. Vendors will use your CompanyID, the email above, and this password to login. 
4. Click Update.