Maintain your contacts [AX 2012]

Updated: March 25, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

On the Vendor portal, you can view, add, modify, or delete contact information about the individuals in your company who interact with the customer.

NoteNote
  • The level of access to contact information is determined by role. Only users who have Vendor portal administrator (external) rights can add, edit, or delete a contact. For more information about vendor-specific user roles, see About user roles.

  • A contact cannot be assigned a user role until a contact record for the user has been created and saved. A user role gives the contact access to the Vendor portal. To modify a user’s vendor role, you must submit a request. For more information, see Add and maintain your users.

View existing contacts for your company

  1. On the Quick Launch, click Contacts.

  2. Click a contact link to view the contact’s information.

  3. When you are finished, click Close.

Add a contact (Vendor portal administrators only)

  1. On the Quick Launch, click Contacts.

  2. On the Contact tab, in the New group, click Contact.

  3. On the New contact page, enter the name and title of the contact, and then click Create.

  4. On the Edit contact page, on the FastTabs, enter the contact details:

    • General – Update the contact name or other basic information about the contact, such as the contact’s display language in Enterprise Portal for Microsoft Dynamics AX.

    • Address – Add more company addresses or modify existing company addresses.

    • Contact information – Add contact information for the new contact, such as address, e-mail address, and telephone number.

    • User roles – View the contact’s security role. This tab is available only after the contact has been created and saved.

      NoteNote

      You cannot modify a user role on the Edit contact page. To modify a user’s vendor self-service role, you must submit a request. For more information, see Add and maintain your users.

  5. When you are finished, click Save and close.

Edit a contact

  1. On the Quick Launch, click Contacts.

  2. Click a contact link, and on the View contact page, click Edit.

  3. On the Edit contact page, modify the contact information.

  4. When you are finished, click Save and close.

NoteNote

To modify a user’s vendor self-service role, you must submit a request. For more information, see Add and maintain your users.

Delete a contact (Vendor Administrators only)

  1. On the Quick Launch, click Contacts.

  2. Select the contact you want to delete, and then on the Action Pane, on the Contact tab, click Delete.

  3. On the Contact tab of the Contacts page, in on the Action Pane click Delete.

  4. On the Delete contact page, click OK.

NoteNote

Before you delete the contact, you must delete the user who is associated with the contact.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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