What are Clients/Vendors/Contacts?
Contacts can be Clients, Vendors, Manufacturers, Suppliers as well as Contact Persons working for these.
It is useful to configure them in the system because you can link them to items in the different Modules such as CAPAs, Events, Change Control and Equipment.
In other words, when creating for example an Event, you will be able to link the Event to a Supplier and a Contact Person at that Supplier, both of which you have already created in the system.
How can I add new Contacts?
There are 2 ways to create new Contacts:
- Either go to Manage > Clients/Vendors/Contacts > click on the + icon.
- Or create one on the fly when you are creating or editing a CAPA, Change Request, Event or introducing a new piece of Equipment by clicking on the Add New Client/Vendor/Contact button just below the Client/Vendor/Contact field.
When you add a new Contact you can select a Contact Type. These can be Clients, Vendors, Manufacturers, Suppliers and Contact Persons. These options are default in the system, you cannot create new options, but only choose from the existing ones. This field is not mandatory.
If you select Client, Vendor, Manufacturer or Supplier as Contact Types the only mandatory field you fill have to fill out is the name of the Company.
If you chose Contact Person, the mandatory fields are First Name and Last Name.
In the case of Contact Persons you can link the Contact Person to the Company to which they belong. In order to do so you need to create the Client, Vendor, Manufacturer or Supplier first and then afterward link the Contact Person to the corresponding Company.