Vendors Tab
From the Vendors tab, enterprises can search for their vendors, and view or edit vendor profiles.
To add more vendors to your environment, contact our Support team.
Find
Once a vendor is created, it appears on the client’s Vendor list. Use the tools at the top of the vendor directory to locate a specific vendor.
- Using the search box, search for vendors by Name or Primary Contact.
- Click column headings to sort their contents. For example, find most used vendors by sorting by Jobs (Completed).
View/Edit
After finding the desired profile, an enterprise user can open it to view or edit it. Go to the Vendor list and click to open a vendor profile.
From the open profile, edit the categories as shown in the diagram.
- Contact Information. Click the pencil icon to edit vendor contact information.
- Add More Contacts. Click the plus sign to create additional user profiles.
- Search. Using the search box, find contacts by Name, Email, or Work Phone.
- Rate Charts. Click to view the vendor’s rate charts.
