Adding a new supplier contact ensures you have a dedicated point of contact within an agency partner, fostering successful and efficient collaboration throughout your project.
FYI - You might know Research Projects by another name - check out our glossary to find out!
This article is about actively managed research projects and studies.
>>> This article is for Researchers and Insights Experts.
To add a new supplier contact:
- Go to your managed project
- Navigate to the “Supplier” tab
- Select a supplier by clicking on the “Select” button to the right of your chosen supplier
Once you choose your supplier, a supplier widget will appear below the selection area.
4. Scroll to the section “Pick Your Contact”
5. Click “New Contact“
A new window will pop up, where you can fill in the contact information.
6. Type in the name, surname, and email address of the new contact
7. Click “Done“ in the top right corner of the window
The new contact will be added, and you can proceed with filling in the rest of the supplier fields.
Insider Tips:
- Requesting a new supplier is only possible if your platform is configured for research management and supplier collaboration
- Include contact information whenever possible – this will make it easier to collaborate throughout the project