Add/Edit Vendors

Summary:

Vendors added to this list will be available for selection when sending an Estimate, Order, or Email. This list is separate from the Contacts and can contain a variety of vendors that you Email on a daily basis. See the Contact Types Article to learn how to add Contacts here.

Requirements:

Requires Location or Company Administrator Role to access this feature.

How To:

Click your name at the top right and choose Account Settings.

Expand Company/Location Settings and select Add/Edit Vendors.

Add/Edit Vendors

               Add Vendor:

               Use this to add a New Vendor to your list. Phone and Fax fields are optional.

               Edit Vendors:

Edit will allow you to edit the Name, Phone and Fax Numbers, and Email Addresses for a Vendor.

               Delete Vendors

Delete will permanently remove the Vendor from the list.

Using the Vendor's List

Vendors added to this list will appear in the Address Book in several email areas.

Select Vendors at the top and check the box(es) for the Vendor(s) you want to send an Email to. Select Done after you have selected all the Users you want to include.