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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

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

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

Manage your bank information through the portal!

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. How do I access or switch customer accounts?: 000003466

Many portal users use Taulia for different customers. Because of this, accounts are typically merged to provide easy access for multiple customers using one email account in Taulia.

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 create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

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