All TPO Contact Information

Use the All TPO Contact Information setting to view the list of all TPO contacts within the system and edit the information if required. You can sort, filter, and export the list, locate the contact in the company hierarchy, and email the contact.

You cannot create or add TPO Contacts using this setting. Contacts that are managed in the Third Party Originator Contacts section of the External Company Setup > Company Details screen are displayed here. The contacts from all of the TPO companies with which your company conducts business are listed here.

To View All TPO Contact Information:

  1. On the menu bar, click Encompass, and then click Settings.

  2. On the left panel, click External Company Setup, and then click All TPO Contact Information.

    • In the Select dropdown list, All TPOs is selected by default and information for all contacts associated with the TPO companies with which your company conducts business is displayed in the table below.

To Filter Contact Information Based on TPO Company:

  • In the Select dropdown list, click the TPO company for which you want to view contacts.

    • The information is displayed in the table below.

To Edit a TPO Contact:

  1. In the All TPO Contact Information panel, select a contact and then click the Edit icon.

  2. In the TPO Contact Details page, modify the contact information, and then click Save.

To Export the Displayed Contact Information to an Excel Spreadsheet:

  1. In the All TPO Contact Information panel, click the Excel icon.

    • An export progress status window displays and then an Excel file with the exported records opens.

  2. Save the file on your computer.

To Locate the Contact in the Company Hierarchy:

  1. In the All TPO Contact Information panel, click a contact to select it.

  2. Click the Find in Hierarchy button.

    • The Company Details window opens with the company highlighted within the organization hierarchy structure and the contact highlighted in the Third Party Originator Contacts panel.

To Email a Third Party Originator Contact:

  1. In the All TPO Contact Information panel, click a contact to select it.

  2. Click the Email button.

    • Your email application opens a Compose Email window with the contact’s email address entered in the To field.

See Also

Third Party Originator Contacts