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Procore

¿Cómo agrego contactos adicionales a un perfil de proveedor en Finanzas de portafolio?

 Nota
La información de estas preguntas frecuentes corresponde a las cuentas con el producto Finanzas de portafolio en Procore. Contáctese con su Procore point of contact para obtener más información. 

Respuesta

  1. Click the hamburger icon in Portfolio Financials and click Vendors
    hamburger-icon-vendors.png
  2. Locate the vendor you want to add contacts to and click on their account.
  3. Click the pencil  icon at the top of the page. 
  4. In the '[Vendor Name] Contacts' section, click Add New.
    add-new-vendor-contact.png
     
  5. Fill out the following information for the contact:
    • First Name
    • Last Name
    • Company Role
    • Phone
      Note: Click Add another phone number if you want to add an additional phone number.
    • Email Address
  6. Click Save Contact to save the contact.
    OR
    Click Save and Add Another to save the contact and begin creating another new contact.
 Recomendación
Be sure to only add vendor contacts to the vendor's contact section, and not your organization's contacts section (at the bottom of the page). The bottom section is intended for internal contacts who can act as references for the vendor. See Add Contacts as References for Vendors in Portfolio Financials.