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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

This page outlines how to change the current vendor(s) of a property. 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:

  • Click Individual 


2. Search for primary vendor

The contact search box is displayed:

  • Search for the vendor's contact record

  • Double-click when found

    The first prompt shown right will be displayed

  • Click Yes

    The second prompt shown right will be displayed

  • Click Yes



3. Primary vendor changed

The vendor screen will now reflect the changes made



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