Related Articles
Edit Contact from Vendor record
1. Select Vendor from List view (or search by vendor information) 2. From Contacts section on RHS, click on Edit icon on blue band 3. Update information as needed 4. Click Save
Edit User Defined Field from Vendor record
1. Select Vendor from List view (or search by vendor information) 2. From User Defined Fields section, click on Edit icon on blue band 3. Update information as needed 4. Click Save
Delete Vendor Record
1. Select vendor from List view (or search by employee information) 2. Click Print icon on upper RHS 3. Vendor Details report will auto download in PDF file 4. Open downloaded Vendor Details report 5. Click Printer icon (or download arrow icon) ...
Save As functionality in Vendor Record
1. Select vendor from List view (or search by employee information) 2. Click Save As icon on upper RHS 3. Enter New Vendor information 4. Click Save on upper RHS 5. Edit record details as needed 6. A duplicate Vendor record will be created
Edit Multiple Service Requests - Service Request
NEXGEN users can edit or print multiple records at a time. This can be especially useful when you need to change the same information for many service requests, such as replacing a lead worker. See below for more on how to select, edit, or print ...