Management Portal - Contacts Screen

Management Portal - Contacts Screen

A new screen has been added called contacts. 

Contacts is located under retailers in the menu on the left-hand side of the screen to open contacts simply click on the word contacts, this will open the screen and give you your basic contact information. 

If you want you can search for contact by name, in the search bar or you can access more filters by selecting more filters. 

These include position, contact type, primary contacts, territories, retailer type, chain or banner group, contacts have website access and grade. 

Retailers that are inactive and active can also be filtered to access contact details. 

To search for a contact related to a single retailer search in the retailer field by retailer name or account number 

If you hover on the ellipse on the top right, you can change the view from basic information screen to web information screen this lists all customers and their website access status,  and if they've activated the password.






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