Utilizing Contacts for Customers and Vendors in Koble Platform

Efficiently create and manage contacts for customers and vendors in the Koble platform without duplicating data.

Key Steps:

1. Open the customer list and search for the contact's name.

2. View and verify the contact information, including phone number, address, etc.

3. Close the customer list and navigate to the contacts section.

4. Search for the same contact and verify the information.

5. Create a new vendor by associating the contact with the vendor entity.

6. Enter the contact's name in the vendor creation tab.

7. Select the contact from the search results and associate it with the vendor entity.

8. Add any additional information required for the vendor entity.

9. Save and close the vendor creation process.

10. Verify that the contact now appears as a user, customer, and vendor in the Koble platform.

Cautionary Notes:

• Ensure that the contact information is accurate and up to date before associating it with a vendor entity.

• Double-check the association process to avoid any data duplication or errors.

• Make sure to save and close the vendor creation process to finalize the setup.

Tips for Efficiency:

• Utilize the search function to quickly locate the contact in both the customer list and Contacts section.

• Take advantage of the automatic contact search feature in the vendor creation tab to streamline the association process.

• Regularly review and update contact information to maintain accurate records in the Koble platform.