How do I add a Vendor note?

1. From the Address Book menu of the Navigation Bar, select Browse.
   The Browse page displays. Vendors display in alphabetical order.
2. (Optional) Enter company information in the search fields to filter Vendors:
   • Organization
   • Vendor ID
   • Custom ID
   • Trade
   • City
   • State
   • Country
   • Tag.
3. Select the pencil icon in a Vendor row to navigate to the Vendor Dashboard.
4. Select the Notes tab.
5. From the Vendor Notes section, select + Add Note.
   A text box opens.
6. Enter a note.
   This note will link directly to the Vendor.

   Notes:

   • Vendor notes cannot exceed 2000 characters.
   • You can bold, italicize, underline, and change the color of entered text. Text can also be formatted into a bulleted or ordered list.
7. Select Add.
   The note displays in a table. The row includes:
   • User
   • Date
   • Note.
8. (Optional) Edit the note.
   1. From the last column, select the pencil and paper icon.
      A text box opens.
   2. Edit the note and select Save.
9. (Optional) Delete the note.
   1. From the last column, select the red X.
      A Delete Note dialog box appears.
   2. Select Yes.
      The system removes the note.
10. Select Save.
    A Success! Vendor Dashboard Saved message appears at the top of the page.

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Last Published Monday, October 24, 2022