Associating an Existing Company

1. Click the Search icon leaving the search field blank in the Companies section. This will display the list of all companies that are available in the database.  The New Company, New Contact, and Link Company Contact command buttons will be enabled allowing the user to click on either.

2. Use the scroll feature in the Companies section to find the appropriate company. Alternately, enter full or partial criteria in the search field and click the Search icon.

*Note: All suppliers where the ‘Is Payee’ flag is denoted as Y will be not editable. This is to ensure that suppliers received through vendor interface are not updated/managed through the User Interface (UI).  The source for updates will be through the Client’s external Enterprise Resource Planning (ERP) system. If an immediate update is required to be made within Tango, then only authorized users will have been granted access to do so via the Supplier Management module and as defined through security configuration.

3. Highlight the row of the Company. This will refresh the list of associated contacts displayed in the Related Contacts section of the form.

*Note: To link the Company to the Lease at the contact level, a Related Contact record is required; hence, if there is no valid contact associated to the company as displayed in the figure below, a new contact will need to be created populating, at minimum, one field (i.e. Title).

4. To link the company using an existing contact, proceed to step 4 in Associating an Existing Contact or to create a new contact Proceed to steps 3-5 in Creating a New Contact.

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