Buyer Configuration: Contact Settings

The Contact Settings tab allows you to create and manage Buyer`s contact information.


To open the Contact settings tab, go to the Client Management > Buyer List section and click the “Settings” button in the “Actions” column. On the Buyer`s Setup page, go to the “Contact Settings” tab.


LDrGE0abBN


The “Contact Settings” tab contains the following information:

  • Type: The type of Contact (Email, Cell Phone, Landline, Physical Address, Skype, Id Before Migration, Web Site).
  • Value: Contact details.
  • Description: Additional information.

How to Add New Contact

To create a new contact, click the “Add New Contact” button and fill in the data fields in the pop-up window:

  • Type: Select the type of contact information (Email, Cell Phone, Landline, Physical Address, Skype, Id Before Migration, Web Site). 
  • Value: Fill in the contact details. Note: The name of the field depends on the selected contact type.
  • Description: Fill in the contact description.

Click the “Add” button to confirm.

Screenshot from 2023-05-30 11-49-29


How to Edit the Existing Contact

To edit the existing contact, click the “Edit” button in the “Action” column.

XaboXm1xpg


Fill in new contact information in the pop-up window and click the “Save” button to confirm.

Screenshot from 2023-05-30 11-50-57

How to Delete the Contact

To delete the existing contact, click the “Delete” button in the “Action” column and confirm the action in the pop-up window.


LDrGE0gbBN


Click the “Export to CSV” button to export all data to the “CSV” file.


jXr6pOJb9m