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How do I add additional contacts to a vendor profile in Portfolio Financials?

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 Note
This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information. 

Answer

  1. Click the more menu (≡) icon in Portfolio Financials and click Vendors. 
    hamburger-icon-vendors.png
  2. Locate the vendor you want to add contacts to and click on their account.
  3. Click the pencil icon-pencil-icon-pfcp.png icon at the top of the page. 
  4. In the '[Vendor Name] Contacts' section, click Add New.
    add-new-vendor-contact.png
     
  5. Fill out the following information for the contact:
    • First Name
    • Last Name
    • Company Role
    • Phone
      Note: Click Add another phone number if you want to add an additional phone number.
    • Email Address
  6. Click Save Contact to save the contact.
    OR
    Click Save and Add Another to save the contact and begin creating another new contact.
 Tip
Be sure to only add vendor contacts to the vendor's contact section, and not your organization's contacts section (at the bottom of the page). The bottom section is intended for internal contacts who can act as references for the vendor. See Add Contacts as References for Vendors in Portfolio Financials.