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7.2. Vendors

The "Vendors" screen lists all your company's Vendors. In addition, the screen can be used to generate Vendor reports. Here are some tips for using this screen:

  • Use the right-click menu to edit a Vendor in the list.

  • When exporting information, be sure to activate all the column headers you want to include in your export file. Many of these columns may be hidden by default.

  • The search filter options can help you build common searches for later use.

Tip

The address information displayed on this screen reflects the address for the Vendor's primary contact. This may not be the same as the business address listed on the Vendor's CRM Account.

The following screenshot shows the "Vendors" screen:

Vendors Master List

The default filter on the "Vendors" screen shows all active Vendors. You can build your own search criteria using the following options:

Filter

Select a filter from the list of available filters, then select the QUERY button to generate search results. Only saved filters will appear in this list.

MORE

Select this button to show the parameters underlying the saved filter. To hide the parameters, click the MORE button a second time.

Query Builder

When building a custom query, you have the following options:

+

Select to add a new parameter to the query.

-

Select to remove a parameter from the query. This option is disabled for default parameters.

SAVE

Select to save your filter for future use. Saved filters will appear in the list of available filters.

MANAGE

Select to manage your saved filters. To learn more about managing filters, please see Section 2.1.2, “Search Filters”.