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Contacts on the Supplier Details form will be used when sending out documents from Chase to the Supplier.  These contacts will be available from the Attention field on POs and Supplier Invoices for the Supplier.

Below are steps to show you how to add Supplier Contacts.

Step-by-step guide

  1. Open the Supplier you want to edit.

    Select Supplier on the Ribbon, and then select the supplier from the list on the Search dialog.
  2. With the Supplier Details form open, select the Contact Details tab and click the Add Contact button.

  3. A blank row is added. Enter the details of the new contact in the fields on the blank row.

    1. Enter the name of the Contact person who will be displayed on various reports and documents created for this Supplier. 

    2. Enter this person's contact details. 

    3. Indicate the department/role in which the Contact works. 

      You can enter a new designation if the required one is not present.
    4. Select the contact person's birth date.
    5. To indicate that this is an active Contact account, check the Active field checkbox. 

      By default, whenever you add a contact the Active field checkbox is checked.
  4. Click the Save button on the Toolbar to make the changes permanent.