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
In the example below, the Second Vendor needs to become the Primary Vendor and the Primary Vendor needs to become the Second Vendor
1. Access contacts search screen from vendor screen From the vendor screen on the property record:
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2. Search for primary vendor & promote From the search contacts screen:
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3. Primary vendor changed The vendor screen is updated with the changes made  |
