Delete a Contact from Vendor record

Delete a Contact from Vendor record

1. Select Vendor from List view (or search by vendor information) 

2. From Contacts section on RHS, click on dropdown arrow to the right of the file you wish to delete

3. Select Delete

4. Confirm deletion by clicking Ok

    • Related Articles

    • Contact a Requester through an SR Record - Service Request

      As of NEXGEN version 12, you can now contact service request requesters via their service request records. This is useful for directly providing updates to requesters about their service requests. Any correspondence can be tracked using the External ...

    • Delete Vendor Record

      1. Select vendor from List view (or search by employee information) 2. Click Print icon on upper RHS 3. Vendor Details report will auto download in PDF file  4. Open downloaded Vendor Details report  5. Click Printer icon (or download arrow icon) ...

    • Delete Vendor record

      1. Select a Vendor from the List view (or search by vendor information)  2. Click Delete icon on RHS 3. Confirm deletion by clicking Delete again 

    • Delete Vendor Comments from Vendor Record

      1. Select Vendor from List view (or search by vendor information) 2. From comments section, click on dropdown arrow to the right of comment you wish to delete 3. Select Delete 4. Confirm deletion by clicking Ok

    • Edit Contact from Vendor record

      1. Select Vendor from List view (or search by vendor information)  2. From Contacts section on RHS, click on Edit icon on blue band 3. Update information as needed 4. Click Save