This article has features that will be released on Sept 6th, 2023
The Contact Center can be found in connection profiles and in your company profile, showing a comprehensive list of contacts. Viewing the Contact Center in a connection will only show relevant contacts and information between your organization and your customer.
The permissions and contact roles are both shown in the Contact Center. Permissions are a user’s system privileges, such as administrator. Contact roles relate to a user’s function between two connecting organizations, like general order contact.
Views
The top of the left navigation are the two organizations in the connection, and the active state indicates which side of the connection you are viewing. The contacts you see in the contact center belong to the organization that is highlighted. You can easily switch between the two lists of contacts by selecting the button to switch views.
The Contact Center also contains filters and the ability to search for contacts. You can quickly narrow down contacts by filtering, or you can adjust how contacts are displayed by adjusting the “Sort by” dropdown.
Requesting a New Supplier Contact
If you view a supplier’s Contact Center and do not see a contact listed you can initiate a request to have them added. To request a contact, view the supplier’s contact center and select the ‘Request New Contact’ button on the top right of the contact center. A modal will appear where you can fill in the details for the new contact. This request doesn’t automatically add the contact to your supplier’s contact list, rather the request must be accepted by your supplier’s administrator before your contact shows up.
