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GovSavi Help Center

Manage contacts

Add and update vendor contact information.

Vendor . 3 min read

Overview

Each vendor can have multiple contacts with different roles. Keep contact information current to ensure smooth communication.

Adding a contact

  1. Open the vendor record.
  2. Click the Contacts tab.
  3. Click Add Contact.
  4. Enter name, email, phone, and role.
  5. Click Save.

Contact roles

Role Purpose
Primary Main point of contact
Billing Invoice and payment inquiries
Technical Technical support
Legal Contract and compliance matters

Updating contacts

Click the edit icon next to any contact to update their information. Changes are saved immediately.

Tip: Mark one contact as Primary so your team knows who to reach first.