Working with Tabs in Vendor Detail

Attributes:

This tab is a series of checkboxes created by your Admin staff which may be used for paperwork received, actions taken, or other descriptive information associated with this Vendor. Simply check the appropriate box.

The Custom Fields may be used to create dropdown menus/multi select menus, date fields, number fields, checkboxes or text fields as needed by the department. Select the appropriate items as required by your department.

Contact Info:

Primary contact information initially entered when creating the Vendor will appear here as well as any additional contact information. To enter additional contact information:

Select Add Contact Info

Enter Phone #, Email address, Reference Name and Select Type of contact.

Select Save.

To edit any Contact info, simply double click on the appropriate row.

Payments:

Payments entered here or in other areas of the system associated with this Vendor will appear here. To enter a payment, please refer to the Creating a Payment page.

Notes:

Notes entered associated with this Vendor will appear here. To Enter a Note:

Select Add Note.

Select the Type, Related Program, Status and Assigned to from the dropdowns.

Enter appropriate date(s) and time(s).

Enter Note text.

Select Save, Note is saved and will appear in the Notes List.

Laserfiche

If your department has purchased Laserfiche, any documents scanned into Laserfiche associated with this Vendor will appear here.

History

The History tab shows activity (determined by the Admin staff) with this Vendor, by date, time and user.