Vendors

Estimated Reading Time: 2–3 minutes

Overview

Vendors are the external partners your team works with, such as manufacturers, installers, suppliers, and service providers.

The Vendors database keeps vendor information, contacts, locations, related Opportunities and Projects, documents, and communication organized in one place.

View and Manage Vendors

1. From the left navigation, open Databases.

2. Select Vendors to view and manage your vendor records.

From this page, you can:

• View all vendors

• Search, filter, and sort records

• Use Ask AI to ask questions and get insights about your vendor data

• Customize columns

• Toggle Show Archived

• Export vendors to CSV

• Click + Vendor to create a new vendor

  

If you apply filters , you can click Save in the top-left corner to save that view for later. This is useful if you want quick access to a specific vendor list without setting it up again each time.

Create a Vendor

Click + Vendor, then complete the vendor details.

Required:

• Name

• Type

Optional:

• Phone

• Email

• Site address

• Website

• Description

Vendor Record Overview

Opening a vendor provides a centralized view of all vendor-related details.

Header

Displays the following key information:

• Vendor name and type

• Phone number

• Website

These details can be updated in the Properties section below.

Vendor name, type, and website can be updated in the Properties section, while the phone number can be modified in the Contacts section or via the panel on the right side.

Properties

Stores structured vendor information such as:

• Vendor Type

• Website

• Title

• Number

• Record ID

• Created by

• Created at

You can update properties by:

• Clicking Edit, or

• Clicking directly into a property value where applicable

You can also:

• Toggle Show empty properties

  

Vendor Properties

Custom vendor properties can be created to support your workflow.

Go to:
Company Settings → Vendor Properties

Once created, these properties will appear in the vendor record and can be populated as needed.

Contacts

The Contacts section stores the people associated with the vendor.

You can view vendor contacts from:

• The main record section

• The right panel (Contacts)

To manage contacts:

• Click + to add a contact

• Click ⋮ next to a contact to edit or delete

Locations

Displays the vendor’s associated address.

To manage locations:

• Click + to add another location

• Click the ⋮ next to that location to delete it

• Click the location, then edit to update it

Projects

Displays all projects linked to the vendor, including status:

• Active

• On hold

• Completed

• Cancelled

Click See All to view the full list of linked projects.

Docs

Upload and manage vendor-related documents such as:

• Contracts

• Agreements

• Certifications

You can also toggle Show archived if needed.

Communication

The right-side panel allows you to:

• Add notes

• Switch between Note / Communication

• Send messages via Email or SMS

  

Link a Vendor to a Project or Opportunity

To associate a vendor with an existing Project or Opportunity:

1. Open the Project or Opportunity.

2. Open Contacts from the right-side panel.

3. Click + Vendors.

4. Search for and select the vendor.

5. Click Link.

Results

• Vendor appears on the Project or Opportunity

• Contact details are accessible inline

• The linked record is reflected on the vendor record.

Archive a Vendor

To archive a vendor:

1. Open the vendor record.

2. Click ⋮.

3. Select Archive.

   

To view archived vendors, enable Show archived on the Vendors page.