Relationship on My Docs

Upcoming Birthdays

Tue, 06 Oct 2020 08:48:45 +0000

Upcoming Birthdays highlights vendor contacts with birthdays approaching, helping relationship managers plan timely outreach.

Concepts

Field	Meaning
Vendor	The vendor linked to the contact.
Contact	The person whose birthday is listed.
Birthday	The upcoming birthday date.
Relationship Manager	The staff member responsible for follow-up.

How To Review Upcoming Birthdays

Open VRM -> Relationship -> Upcoming Birthdays.
Filter by period, vendor, or relationship manager.
Review the contacts due for engagement.
Use the list to plan calls, messages, or other follow-up.

Screenshot: Upcoming Vendor Birthdays list view

Call Notes

Tue, 06 Oct 2020 08:48:45 +0000

Call Notes record conversations and other touchpoints with vendors. They help teams preserve context across relationship managers and support follow-up actions.

Default Subscriptions

Tue, 06 Oct 2020 08:48:45 +0000

Default Subscriptions define baseline subscription options used when assigning relationship or notification subscriptions to vendors.

Concepts

Field	Meaning
Subscription	The subscription or notification category.
Default Status	Whether the subscription is enabled by default.
Description	The purpose of the subscription.

How To Review Default Subscriptions

Open VRM -> Relationship -> Default Subscriptions.
Review the subscription categories.
Confirm which subscriptions are enabled by default.
Update defaults only where the vendor communication policy requires it.

Screenshot: Default Vendor Subscriptions list view

Vendor Subscriptions

Tue, 06 Oct 2020 08:48:45 +0000

Vendor Subscriptions show the subscription settings applied to individual vendors. These settings can affect notifications, relationship messaging, and communication eligibility.

Notifications

Tue, 06 Oct 2020 08:48:45 +0000

Notifications provide a controlled record of messages prepared for or sent to vendors.

Concepts

Field	Meaning
Vendor	The vendor receiving or linked to the notification.
Subject	The notification subject.
Message	The content of the notification.
Status	Draft, sent, or other workflow state.

How To Create a Notification

Open VRM -> Relationship -> Notifications.
Click New.
Select the vendor or audience.
Enter the subject and message.
Save and send according to the workflow.

Screenshot: Vendor Notifications list view