Contractor
Delete a Contact from Contractor record
Go to Resource > Contractor Open existing contractor (or search by Contractor information) In the Contact zone on the top right of the page, click the dropdown arrow next to the Contact you wish to delete Click Delete Confirm deletion by clicking Ok
Edit Contact from Contractor record
Go to Resource > Contractor Open existing Contractor (or search by Contractor information) In the Contact zone, click the dropdown arrow next to the Contact you wish to edit Click Edit Update information as needed Click Save
Add Contacts to a Contractor
Go to Resource > Contractor Open an existing Contractor (or search by Contractor information) From the Contacts zone, click on + Add Enter all the mandatory details in the pop up window and click Save (NOTE: All fields with asterisk * are ...
Edit User Defined Field from Contractor record
Go to Resource > Contractor Open existing Contractor (or search by Contractor information) From User Defined Fields zone, click on Edit Update information as needed Click Save
Edit Rates from Contractor record
Go to Resource > Contractor Open existing Contractor (or search by Contractor information) From Rates zone, click on Edit Update information as needed Click Save
Delete Contractor record
Go to Resource > Contractor Open an existing Contractor (or search by Contractor information) Click Delete button on the toolbar on the top right of the screen Confirm deletion by clicking Delete again
Edit Contractor Information
Go to Resource > Contractor Open existing Contractor (or search by Contractor information) Click Edit on the Contractor Name zone at the top of the page Make any necessary edits Click Save
Add a New Contractor - Resource
Go to Resource > Contractor Click on + New on the top left of the screen Enter all mandatory information (select a Contractor Type if you want to assign a role to the Contractor) Click Save (NOTE: All fields with asterisk * are mandatory. Contractor ...
Search for Contractor using Search filter
Go to Resource > Contractor Locate the Search Filter on the left of the screen In the Search Filter, select an option from the dropdown list (First Name, Last Name, Name, Number, Address, Comments, Type) Enter your search Click the Magnifying ...