Adding A Vendor

  1. Click on the Business tab and select Corporate. Alternatively, you can click on the Corporate tab from the left navigational menu.


  2. Click on the Vendor tab.


  3. Click on the Add Vender button located on the lower right side of the dashboard.
  4. Fill in all pertinent information about the vendor you are adding.


  5. Click Create.

Once you create your new vendor, you will be redirected to that vendor's page within your portal. Now that you created a vendor, it is time to associate information to it. For any vendor that you create, you will have the ability to associate resources, notes, and documents to them - as well as the ability to add/modify a contact for a particular vendor.

Edit Contact Info for a Vendor
  1. From the Vendor tab, located on your Corporate Dashboard, find and click on the title of the vendor that you wish to edit.



  2. Under the Contact Info tab, fill in all pertinent information dealing with this vendor.
  3. Review your entries for errors, and when satisfied, click the Update button.


To Create a Resource for a Vendor
  1. Click on the Resource tab.


  2. Enter a title for the new resource.
  3. Enter the associated website for that vendor resource.
  4. Type in the username link to this vendor.
  5. Type in the password related to the username for this vendor.
  6. Enter a brief description of the vendor or special instructions associated with this particular resource.
  7. Click Create.

To Add a Note for a Vendor
  1. Click on the Notes tab and click on the Add Note button.


  2. Enter a title and description.
  3. After you are satisfied with both entries, click the Create button. As with Companies and Clients, you can add associated docuemnt to Vendors as well.

To Add a New Document for a Vendor
  1. Click on the Documents tab and click on the Add Document button.


  2. Once you see the New Document windows:
    • If necessary, select the appropriate Vendor from the drop-down menu
    • Select the sensitivity of the document you are about to upload
      • Normal sensitivity means any employee can view the document
      • Private means only Administrators can access the document
    • Click on Browse to locate the document on your local hard drive
    • Give the document a title
    • Enter a brief description of the document
    • Click Upload

Modifying A Vendor

  1. Click on the Business tab and select Corporate. Alternatively, you can click on Corporate from the left side navigational menu.
  2. Click on the tab within your Corporate Dashboard.
  3. Locate the vendor you wish to modify and click on the title of that vendor.
  4. Determine what attribute you wish to modify (Contacts, Resources, Notes, or Documents) and click on that tab.
  5. Modify any information necessary and review your changes.
  6. Click the Update tab.

Note: Contacts cannot currently be modified. If there is an error with a contact, click the X to the right of the contact to delete it. The recreate the contact. Repeat the same action for Notes as well.

Deleting A Vendor

All Vendor Contacts, Resources, Notes, and Document entries have an associated X to the far right of their entries. Clicking this X for any Contact, Resource, Note, or Document entry will prompt a dialog box asking you to confirm your choice - OK or Cancel.