Editing Vendor Information

Adding/updating vendor information

Cole Mackin avatar
Written by Cole Mackin
Updated over a week ago

In this article, you will learn how to update/edit the vendors’ information.

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

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

3. 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.

4. Find and click the More Option (...) button in line with the selected vendor.

5. A sub-menu will expand, select Edit Vendor to access the Edit Vendor Details window.

6. In the Edit Vendor Details window, you can update/edit the vendor information.

7. After updating/editing the vendor information, click the Save Changes button.

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