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Answered

Can vendors update their main email address?

Sol Lagomarsino 2 years ago in Vendor Portal updated 2 years ago 11

I find it surprising that vendors cannot update their main email address. I went through all the topics in the Vendor Portal Help Center, but didn't find anything. The only thing I found was this: "The e-mail address provided at registration is used for identification and notifications, it is not possible to change this." Could you please consider changing this feature?

It seems quite impractical. What happens when vendors want to change their main email address? Are there other options? I appreciate any help you can offer.

Thanks!

Answer

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Answer

I believe this is because the email address is also the username of the contact person and so all the user data is linked to this email address. As Thijs suggests the best way is to create a new contact person and deactivate the old one. I tried it and all data inside the account will be visible in the same way to the new contact person.

Apart from doing that, you should also change the main email address under the provider and not only contact person. Go to provider's profile > Main Data > Address > Email address. 

This way the old address will be entirely removed from the profile and your CRM messages and notifications will go to the updated address. 

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We've had this same issue with our vendors. I agree with Sol. This seems to be quite impractical.

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Agreed. There are actually many data points that a vendor can create, but not edit - email and CV come to mind. I don't understand why these are restricted once the vendor is registered.

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I agree that it should be made easier to do this.


As a workaround, try this:


Deactivate the vendor contact. You should then be able to change the email address. After that, reactivate the contact and send a new invite or let the vendor generate a new password with the new email address. I believe that when they log in after that, all the existing info is still there and the email address has been changed.

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Thanks! I will give it a try!

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@Thijs

Thank you very much for your input, at the moment proposed workaround is the only way to achieve it...


@All

Can you please address this idea in the Development Ideas Forum, it would be great...

https://xtrf.userecho.com/forums/1-product-development-ideas/

I know it's been a while, but I cannot access that Forum. I get a message stating that it's private. 

Do you know why? Thanks!

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Hi Sol, can you please try now?

+2
Answer

I believe this is because the email address is also the username of the contact person and so all the user data is linked to this email address. As Thijs suggests the best way is to create a new contact person and deactivate the old one. I tried it and all data inside the account will be visible in the same way to the new contact person.

Apart from doing that, you should also change the main email address under the provider and not only contact person. Go to provider's profile > Main Data > Address > Email address. 

This way the old address will be entirely removed from the profile and your CRM messages and notifications will go to the updated address. 

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Dominika, good point about the mail email address!


As for the contact - we don't actually create a new one. We just deactivate it, change the email address for that contact, and reactivate it.