Navigating the Vendor Contacts Page

This article explains how to efficiently use the Vendor Contacts page, where all vendor contacts are displayed, and users can:

• View all vendor contacts.
• Add new vendor contacts.
• Send a Vendor Portal Welcome email.
• Edit vendor contact information.

  Note: Users must have one of the following roles to add and edit vendor contacts: admin_vendor_contacts, admin_vendor, vendor_no_delete, universal_admin, system_admin, or application_admin.

• Download vendor contact data in a CSV or Excel format.

Note: The pages and information you see in Corpay Complete depend on your user role and company settings. Therefore, some content might be hidden or viewable only in read-only mode.

Accessing the Vendor Contacts Page

The Vendor Contacts page is accessed through the Vendors module.

1. Log in to Corpay Complete.
2. Select the Vendors module from the left-side navigation pane.

3. Select the Contacts tab.

4. The Vendor Contacts page will display.

The Vendor Contacts Grid

The following table contains descriptions of the column headers and actions in the Vendor Contacts grid:

Item	Description
Bulk Action	Click Send Welcome from the Bulk Action drop-down to send a Vendor Portal Welcome email to either all or specific vendor contacts.
Quick Filters	Select the Quick Filters drop-down and choose from the following options: Click Clear Filters to remove all filters from the Vendors grid. Click Reset Grid to reset the grid to its default state. Click No Vendor Specified to filter the grid by contacts without an assigned vendor. Click No Associated POs to filter the grid by contacts without an associated purchase order.
+ Add	Click the + Add button to add a new vendor contact.
Export Contacts	Click the Export Contacts icon to download an Excel file with vendor contact information.
Import Contacts	Click the Import Contacts  icon to import vendor contacts in bulk. Note: Refer to Importing Vendor Contacts in Bulk for more information about this feature.
Toggle Filter	Click the Toggle Filter icon to toggle the filter fields in the Vendor Contacts grid.
Contact ID	The Contact ID column contains the identification number for the contact.
First Name	The First Name column contains the contact’s first name. Click the contact’s first name to open the Contact Details page.
Last Name	The Last Name column contains the contact’s last name. Click the contact’s last name to open the Contact Details page.
Email	The Email column contains the email address for the contact.
Vendor Name	The Vendor Name column contains the name of the vendor linked to the contact. Click the Vendor Name to open the Vendor Details page.
Status	The Status column contains the contact’s status: Active Inactive Pending
Department	The Department column contains the contact’s department.
Recently Active	The Recently Active column indicates whether the contact has accessed the Vendor Portal within the past three months. Yes: The contact has accessed the Vendor Portal within the past three months. No: The contact has not accessed in the Vendor Portal within the past three months.
Activated	The Activated column indicates whether the contact has been activated in the Vendor Portal. Yes: The contact has been activated. No: The contact has not been activated.
Actions	The Actions column contains the following action icons: View: Click the View  icon to open the Contact Details page. Edit: Click the Edit  icon to open the Edit Contact page. Delete: Click the Delete  icon to delete the contact.
Column Editor	Click the Column Editor to display the following options: Export all data as csv: This option exports all contact data into a downloadable CSV file. The CSV file will include both visible and hidden columns from the Column Editor. Export visible data as csv: This option exports data that is visible in the Vendor Contacts grid to a downloadable CSV file. Hidden columns will not be included in the CSV file. Columns: This option includes or excludes columns from the Vendor Contacts grid. Columns with a check  icon are currently visible in the grid. Columns with an  icon are hidden from view. Click the   icon to add a column to the grid. Click the  icon to remove a column from the grid.
Pagination & Item Count	The pagination and item count features make it easy for users to find and manage vendor information. These tools allow users to control the number of items shown per page and move between pages easily. First Page: Click the First Page  to return to the first page of the Vendor Contacts grid. Previous Page: Click the Previous Page  to return to the previous page. Page Number: This field lists the current page number. Enter a different one to move through the Vendor Contacts grid. Next Page: Click Next Page  to move to the next page. Last Page: Click Last Page  to move to the last page of the Vendor Contacts grid. Items Per Page: Select the items per page drop-down to choose how many items display in the Vendor Contacts grid.  Item Count: The Item Count is found on the right corner of the Vendor Contacts grid and shows the number of items currently displaying.