How to Add Custom Field Data for a Vendor

Adding additional information to vendor accounts (phone number, primary contact).

Written by Support Team

Updated over 2 years ago

Step 1: Select "Vendors" on the left side of the screen.

Step 2: Locate vendor and click the "View Details" tab in the lower right corner of the vendor box.

Step 3: Select the "Custom Fields" tab in the lower right corner.

Step 4: Type in the information in the fields and click the blue "Save Changes."