Anas Jakwani
05/14/2026, 11:59 AMCeligo AI
05/14/2026, 11:59 AMAI generated answer (using internal Slack threads):To add contacts to vendors with a role other than primary, you would need to create the contact and set the company to the vendor ID. However, the role assignment is not directly scriptable. Here are the steps you can follow: 1. Create the contact record and set the company field to the vendor ID. This associates the contact with the vendor. 2. Create a new contact role under CRM Lists if the desired role does not exist. 3. Assign the role to the contact. This step might not be directly scriptable, and you might need to do it manually. If you are uploading historical vendors using CSV, you can map contacts, email, and phone number of company vendors to line items in the Relationships. However, you need to upload vendors first and then contacts separately. Please note that if you add a new contact role under CRM Lists and cannot see it on the vendor contact, it might be a cache issue. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
05/14/2026, 12:00 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.830749631
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.826294065
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.817566
Celigo AI
05/14/2026, 12:00 PM