6 Vendors

The Vendors/Agents Setup is used for storing store contact information of vendors/agents handling the events.

Figure 6-1 Agents/Vendors Setup


This figure shows the setup window for Agents/Vendors.

Setting Up a Vendor

  1. From the Agents/Vendors Setup window, right-click and select Add Agent.
  2. Enter the Agents details and then navigate to Comments tab to add the additional comments or document image.
  3. In the Comments tab, click Add Comment to enter a new comment and the relevant details.
  4. Navigate to the Document tab to upload, scan or export an image file.
  5. Click Save.
  6. Click OK to save the Agent details.