Vendors are available across all clients.

To add a vendor:

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