Overview:
Adaptive allows you to both Send & Receive messages from your Vendors.
Message your Vendor within the Activity Logs of:
Bills
Receipts
Purchase Orders
Sending Messages to the Vendor:
To message a vendor in the Activity Log, simply tag the vendor's name with @vendor_name (the same as you would any other team member)
Vendors will view these comments in the form of Emails.
If a vendor's email is not yet on file, attempting to @ message them will produce a message that will allow you to update that vendor's email.
Vendors do not need to create an Adaptive account to reply. They can simply respond to comments by email.
Within the same Comment, you can @mention both:
Fellow Teammates
Names of Internal Parties (teammates) will appear in Green font.
Vendors
Names of External Parties (vendors) will appear in Blue font.
Notes:
Comments directed at Vendors will receive a quick warning about "sending messages to sources outside your company."
As soon as a Vendor is mentioned in a comment thread, that thread will be re-classified as an External thread.
External threads are comment threads that can be viewed by Vendors, and display a blue External thread label.
If you have any questions that our Knowledge Base resources aren't able to help you with, please reach out to us directly at [email protected]!