Add a Contact to a Vendor

Objective: To add a new contact to an existing vendor.

Things to Consider:

  • User Permissions


  1. Click 'Vendors' and then 'Listing' from the left navigation panel to display a list of vendors.  
  2. Click on the name of the vendor that you wish to view in more detail.
  3. The 'Vendor Details' displays.  All contacts associated with this vendor will display on the Contact Listing form.  To add a contact that already exists in KTrack or to add a new contact to KTrack, click the 'Add Contact' button.
  4. Complete the 'Contact Profile' form and click 'Save'.
  5. Assign this newly added contact to an account by checking the box next to the contact in the contact list and then clicking 'Add'.
  6. The 'Vendor Details' page will reload with the new contact(s) listed.