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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
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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