---
title: Add Vendors & Vendor Contacts
description: Learn how to effectively add vendors and vendor contacts in PAGassist, ensuring accurate client-specific information without creating duplicates.
---

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# Add Vendors & Vendor Contacts

###### [PAGassist Admin](https://marketing.pagassist.com/internal-wiki/author/pagassist-admin)

 Sep 30, 2026, 5:19:47 PM

PAGassist distinguishes vendors in two ways; **the vendor itself** and **that vendor’s relationship with a specific PAG client.**

For example, below you can see AT&T as a global (meaning application-wide) vendor, as well as when a contact for AT&T is added to the customer account.

**Global Vendor:** AT&T

![Vendors\_Adding a Global Vendor](https://marketing.pagassist.com/hs-fs/hubfs/PAG%20Wiki/Vendors_Adding%20a%20Global%20Vendor.png?width=721&height=205&name=Vendors_Adding%20a%20Global%20Vendor.png)  
**Client relationship:** Grey Sloane Memorial Hospital’s AT&T account, assigned rep and portal-access information.

![Vendors\_Adding a Customer Vendor](https://marketing.pagassist.com/hs-fs/hubfs/PAG%20Wiki/Vendors_Adding%20a%20Customer%20Vendor.png?width=724&height=351&name=Vendors_Adding%20a%20Customer%20Vendor.png)

### Global vendor information

The PAGassist-wide vendor directory stores information that applies to the carrier generally, such as:

- Vendor Name
- Typical Service Type
- National Support Information

On the backend (in the application itself), these vendors also connect invoice templates and styles that are known and specific to that particular vendor. This, in turn, supports accurate invoice uploads as well as the linking between accounts and services in client reporting.

Good rule of thumb: Only create a new global vendor when the carrier does not already exist.

### Client-specific vendor information

Inside the client record, select the existing vendor and add client-specific information such as:

- account or master account number;
- customer service number;
- account representative(s); 
    - clicking the little icon in the 'Representatives' section will add spots for additional contacts
- rep phone;
- rep email;
- whether PAG has portal access;
- notes.

![Vendors\_Customer Vendor Modal](https://marketing.pagassist.com/hs-fs/hubfs/PAG%20Wiki/Vendors_Customer%20Vendor%20Modal.png?width=484&height=395&name=Vendors_Customer%20Vendor%20Modal.png)

*NOTE: Do not create duplicate global vendor records simply because a client has a different account number or account representative.*

**MEDIA — VIDEO:** Global Vendor vs. Client Vendor Relationship. This concept deserves a short video because it is easy to misunderstand.

 

> **Last verified:** October 2026  
> **Applies to:** PAGassist MVP  
> **Something look different?** Report it to support@pagassist.com.

[Client Setup](https://marketing.pagassist.com/internal-wiki/tag/client-setup)

Written by PAGassist Admin

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