This guide has been reviewed against our global client base and classed as relevant to all regions
When selecting a contractor for a works order and the landlord has preferred suppliers set-up, those that are available and those that are ‘on hold’ are clearly displayed - an ‘on hold' supplier cannot be selected for the works order
'On hold’ supplier functionality is a configuration option introduced in AgencyCloud 12.155 - for more information, click here: Put supplier 'on hold' - configuration option
For more information on setting up preferred suppliers, click here: Set up preferred suppliers
Add contractor to works order From works order, Contractor panel:
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