Adding Additional Phone Numbers (Vendors)

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Adding Additional Phone Numbers (Vendors) VUE_Training

Service > Miscellaneous > Vendor

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Parts > Miscellaneous > Vendor

or

Sales > Miscellaneous > Vendor

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the Vendor record.

2. Select the Vendor by clicking on the corresponding line.

Within a Vendor Record:

3. Select the Phone Number hyperlink to open the Phone Numbers window.

4. Select the [Add] button.

5. Input the Phone Number.

6. Click the Phone Type dropdown and select either Business, Fax, Cell, or Other.

7. Click the Primary dropdown and select Yes to mark the phone number listed as the primary phone number.

∟ If the phone number listed is not the primary phone number, set the field to No.

8. Select the [Save] button in the window.

9. To add another phone number, follow steps 4-8.

10. When complete, select the [Save] button in the window.

11. Select the [Save] button in the Action Ribbon.

· Only one phone number can be marked as Primary.

· The phone number marked as Primary will be displayed in the Vendor Record.

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