Company Setup: Contacts

Navigation Path: Settings (gear icon) > Company Setup > General Setup > Company Details > Contacts

The Company Contacts page allows supplier companies to manage their key contact directory. Contacts entered here are visible to customers who view the company's supplier profile in the Supply Chain module, grouped by category.

This page is only accessible to your company's setup administrators.

Note: Customers will be able to view information entered on this page.

Contacts List

The page displays a table of all contacts added to your company. By default, the following columns are shown: Category, Name, Title, Phone, and Email. Two additional columns — Last Updated By and Last Updated Date — are available but hidden by default. Use the COLUMNS button in the upper right to show or hide columns.

Each row includes an edit (pencil) icon and a delete (trash) icon.

Adding a Contact

1. Click the + ADD CONTACT button in the upper right.
2. Complete all required fields in the inline row that appears.
3. Click SAVE to save the new contact.

Contact Fields

Category
Required. Select the functional area this contact represents. Available options are: Executive, Sales, Operations, Quality, Compliance, and Other

Contacts are grouped by category when displayed on the supplier profile.

Name
Required. Select a Net-Inspect user from your account, or type a name manually to enter a person who is not a Net-Inspect user. Contacts entered manually are labeled Not a Net-Inspect user in the table.

Title
Required. Enter the contact's job title (e.g., President, Quality Manager, Account Executive).

Phone
Optional. Enter the contact's phone number.

Email
Required. Enter the contact's email address.

Editing and Deleting Contacts

To edit a contact, click the pencil icon on the contact's row. Update the relevant fields and click SAVE.

To delete a contact, click the trash icon on the contact's row. A confirmation prompt will appear — confirm to permanently remove the entry.

Any additions, edits, or deletions made on this page are reflected immediately on the supplier profile visible to customers.

Access

Supplier Users:

• Setup administrators can add, edit, and delete contacts.
• Non-administrator users do not have access to Company Setup pages.

Customer Users:

• Can view supplier contacts from the supplier's profile in the Supply Chain module.
• Cannot add, edit, or delete contacts from the supplier's Company Setup page.

If you need access to Company Setup, contact your setup administrator. For help locating your setup administrator, see Finding Your Setup Administrator.