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Vendors Overview
Shannon O'Neil avatar
Written by Shannon O'Neil
Updated over a week ago

Regardless of their speciality, vendors come in all shapes and sizes! This article walks you through the purpose and functionalities of the Vendors menu, permitting you to organize and manage your library of contacts!


How-to

Enter a new vendor

  1. Enter the “Vendors” menu

  2. Select “New Vendor” at the top left of the menu

  3. Enter the vendor’s name and any of their other information available to you

Add vendor tags

  1. Select “Manage Tags” at the top right of the menu”

  2. Select “Add Vendor Tag” at the bottom of the “Manage Vendor Tags” menu

Edit a vendor

  1. Select the pencil icon to the right of a vendor

  2. Make any desired changes to the vendor

  3. Select “Save” at the bottom right

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