Add Vendor Contacts
Add and manage contact information for vendors in Zeltask so your team always knows who to contact for services, support, or inquiries.
Before You Start
- The vendor must already exist in Zeltask
- Have the contact's name, email, role, and phone number ready
Steps
Step 1: Open the vendor detail view
- Click Vendors in the left navigation bar
- Click on the vendor card you want to update
[Screenshot: Vendors list with a vendor card being selected]
Step 2: Access contact management
From the vendor detail view, you can see existing contacts and add new ones.
- Locate the contacts section
- Click Add Contact or the option to add a new contact
[Screenshot: Vendor detail view showing existing contacts and add contact option]
Step 3: Enter contact information
Fill in the contact details:
| Field | Description |
|---|---|
| Name | Full name of the contact person |
| Email address for direct communication | |
| Role | Position or responsibility (e.g., "Sales Rep", "Technical Support") |
| Phone | Phone number including country code |
[GIF: Filling in contact fields and saving]
Step 4: Save the contact
- Review the information entered
- Save the changes
The contact is now linked to the vendor and visible in the detail view.
Managing Existing Contacts
From the vendor detail view, you can:
- Edit contacts — Update information when roles or numbers change
- Delete contacts — Remove contacts who are no longer relevant
[Screenshot: Contact management options showing edit and delete]
Tips
- Add multiple contacts for redundancy — if one person is unavailable, you have alternatives
- Include the role or department to help team members know who to contact for specific needs
- Keep phone numbers updated with country codes for international vendors
- Note primary vs. secondary contacts in the role field if needed