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With the functionality being so large, we have broken it down into more manageable chunks to help you generate the most popular lists that you'll need.
How to pull a list of vendors from the contacts tab
Go to CRM > Contacts
Click the Advanced button
Select Vendor from the Set to field(Applicant is a type of contact)
If you require to drill down further to only show vendors belonging to a specific agent or office, you can use the Office or Staff fields to filter the list further
Hit Search
You can switch the information which appears in the column lists by clicking the blue list button as shown below. This will allow you to toggle between views to see the information you need at a glance.
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Select Vendor/Landlord view from the drop down list. This will then display the vendor’s name, email address, phone numbers, last contacted and review dates for a simple at a glance view
Hints & Tips
Save your report for fast future use
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You can download the list by clicking the blue Download button which appears just above the search results. This will allow you to download the list as a CSV file
Quickly work your way through the list & update
If you wish to quickly go through your list of contacts and update the notes, review date and last contacted date, you don’t have to click into each property record. Simply click the name of the contact once and a preview pane will appear in the bottom right hand of the screen. You can update your notes, set an action and review date all from this panel