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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAEall regions |
This page outlines how to change the current vendor(s) of a property . The - the process outlined below applies when needing to promote or swap any of the current vendors - and also if needing to add new vendor name(s) to the record.
From the property record, access the vendor screen:
1. Current vendor screen In this example, the Second Vendor needs to become the Primary Vendor and the Primary Vendor needs to become the Second Vendor In the Primary Vendor section:
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2. Search for primary vendor The contact search box is displayed:
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3. Primary vendor changed The vendor screen will now reflect the changes made |
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