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Tina.Lapere

Suppliers Details & Contacts

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Hi All,

I've installed Supplier Manager and watched the live webinar and I'm keen to use this.  We currently have most of our Suppliers already setup in Hornbill but as Organisations with their relevant Contacts.  Is there any way of getting this information moved/copied over to Supplier Manager without me having to enter it all again?

Thanks

Tina

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@Tina.Lapere thanks for your post.

Great to hear about your thoughts regarding Supplier Manager.

Currently there is functionality available to import suppliers from a spreadsheet but not supplier contacts. This is very much part of our plans and will be added in a future update.

I suspect you're not the only one to have used Hornbill in this way so I think what would be ideal as well would be some sort of functionality that allows an organisation and its associated contacts to be converted to a supplier in Supplier Manager. I will pass this onto our product team for review.

Alex

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@AlexTumber Converting Organisations and associated contacts into Suppliers within Service Manager would be the perfect solution, and save me lots of work :-) 

I'm guessing if Contacts were installed in Supplier Manger we would still be able to log calls against them?  The reason I ask is we have some third party contacts who request to connect to support applications when issues arrive and we currently log calls against them.  As I wouldn't see the need for these contacts to be held in 2 places I'd need this functionality to continue to work.

Thanks

Tina

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@Tina.Lapere currently, Supplier Contacts are completely separate from Organisation Contacts. It's not possible to log a call against a supplier contact for example. In your scenario, it appears that you would need to record the information in both places as your organisation 'y' appears to be both a customer and a supplier.
 

Alex

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@AlexTumber Oh OK, do you think this might change in the future?

In the scenario above it's actually a Supplier of an application we purchase/use who we have a support contract with who may need to connect in.  Therefore far better suited in the Supplier Manager app as then we have all the contract etc easily available.  

We only set them up in Organisation Manger because there was no where else to record them and we didn't want them logged against our organisation.

I hope that makes sense.

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