Viewing Vendor Information
Cole Mackin avatar
Written by Cole Mackin
Updated over a week ago

In this article, you will learn how to search/filter and view vendor information.

1. On the Menu, click Contacts to open the Clients page.

2. Click the VENDORS tab to access the Vendors page.

3. In this page, you can view the vendor information at a glance that include:

  • Company Name

  • Contact Name

  • Email

  • Phone Number

  • Account Number

  • Address Notes

4. To quickly find the vendor, use the Find a vendor… search bar. Simply enter a vendor keyword (i.e. First Name, Last Name, etc.) and press the Enter key on your Keyboard.

Did this answer your question?