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

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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