Vendors are available across all clients.
To add a vendor:
- Navigate to the Vendors area via the main menu. This can be accessed via the Company Vault or Clients.
- Click the + New Vendor button.
- Enter a Title and populate the vendor details in the appropriate fields.
- You can link other items although this will happen naturally as you complete the Apps & Services section or add Tags for easier searching.
- Click Save to finish.