Page Comparison

1. Access search screen from vendor screen

From the vendor screen on the property record:

• In the Primary Vendor panel, click Individual (top left)

  

2. Search for primary vendor & promote

The search screen is displayed:

• Search for the required vendor's contact record and double-click when found

  

• The system will detect that the contact record is already added to the property record and the following prompt is displayed

  • Click Yes to promote the second vendor to the main/primary vendor

    

  • To copy the address from the property record to the vendor, click Yes

    

3. Primary vendor changed

The vendor screen is updated with the changes made

1. Remove second vendor

From the vendor screen:

• Beside Second Vendor panel header, click cross (X) icon

  

• If you have an additional vendor record added, this message is displayed

  • If the additional vendor address is the same as the primary vendor, click Yes (if not, click No)

    

• The second vendor is removed immediately

  • To save the change, close the vendor record and click Save on the property record
    Or, to revert the change, close the property record and choose not to save, when prompted

    

2. Remove an additional vendor

From the vendor screen on the property record:

• In the Additional Vendor panel, select the relevant additional vendor

• Press delete key on your keyboard

• Click Yes to remove the contact as an additional vendor on this property