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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. 

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

1. Contact shortcuts

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

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

2. Delete / add options

  • Use the x and + buttons to remove and add second/additional vendors




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


The new vendor screen will only be displayed when the new property screen is in use, as outlined here

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