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Q. How do I update my contacts details?: 000003495

Article Number: 000003495

Note - This feature may not be available in your portal.


The Contacts feature allows you to manage your company's contact information that can be used by your customer to get in touch with your internal contacts.


To add/update your contact information, follow the steps below:

1 -  Log into your portal and go to My Details > Contacts.

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2 - To add a new contact, select Add New Contact.

3 - If you add a contact that already exists, you will see the following:

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4 -  To make changes, click on the pencil icon

5 -  If your customer adds a new contact within their ERP system, you will see the following: 
 

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6 - Select Apply Change to show the update then OK to confirm.
 

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TAULIA SUCCESS GUIDE

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TOP FREQUENTLY ASKED QUESTIONS

Q. How do I merge/combine my Taulia accounts into one?: 000003598

If you have more than one customer using the Taulia Portal and you need access to two or more accounts with the same login, you can combine your customers to one login.

Q. How do I enroll/register to use the Taulia platform?: 000006479

Information on how to enroll to start using Taulia.

Two-factor authentication troubleshooting and possible issues.: 000009204

In this article you will find main possible issues about two-factor authentication.

Q. How do I acknowledge/confirm or dispute a purchase order?: 000003469

Confirming or Acknowledging a PO from your customer.

Q. How do I start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

Q. How do I add or update my bank account/information?: 000003497

Manage your bank information through the portal!

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Important Message

The Taulia Business Exchange Platform 07/17/2024

(4:52 pm PST)
The NA1 Taulia Business Exchange Platform is experiencing an unexpected issue. We are working quickly to resolve the issue. For the latest update, please visit and subscribe to status.taulia.com. Thank you for your patience.
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