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This guide has been reviewed against our global client base and classed as relevant to

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all regions

As part of the new user interface (UI) project, the vendor screen has been redesigned to bring it in line with previously redesigned screens

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All existing functionality exists but with a refreshed look and feel with enhanced usability features

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1. Contact shortcuts

As seen in other new UI screens, icons beside contact details offer shortcuts

  • For example: send email/SMS, edit, copy

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  •  or delete

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2. Delete / add options

  • Use theand buttons to remove and add second/additional vendors

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3. Australian Trust Accounts

Applicable to Australian Trust Accounts clients only

  • Trust Accounts functions are displayed across the top of the screen and also in a dedicated panel, bottom right

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Tip

The new vendor screen will

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be displayed when the new property screen is in use

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For more information on the new property screen, click here: New user interface - property screen

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Excerpt
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As part of the new user interface (UI) project, the vendor screen has been redesigned to bring it in line with previously redesigned screens