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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 contact my customer through the portal?: 000003470

Use the "Send Message" option to quickly contact your customer through the portal!

Q. How do I create a Non-PO invoice (eForm)?: 000003640

Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.

Q. How do I change my Taulia account's email address?: 000003383

You can update the email address that you use to access Taulia.

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Q. How do I update my company/remit/shipment address?: 000003169

Information on how to update your address data.

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

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

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