How do I open a vendor's profile?
Go to Menu > Vendor Management.
Search for the vendor by name.
Click the vendor name.
A profile includes firm details, offices, users, documents, notes, and the vendor's Panel Status (On Panel or Off Panel).
How do I edit a vendor's details?
Open the vendor's profile.
Select Edit Vendor Details.
Change the Custom Vendor Name or Vendor Ref.
Select Update Vendor.
Important: Vendor Ref must be unique in your organization. If another vendor already uses it, you'll see an error and Update Vendor stays disabled until you change it.
If you leave the page with unsaved changes, you'll be asked to confirm before they're discarded.
How do I add an office to a vendor?
Open the vendor's profile.
Select the Offices tab.
Select Add New (or Add New Office if the firm has no offices yet).
Enter the office name (required). You can also add street address, city, state and country.
Select Add Office.
If you leave the form with unsaved changes, you'll be asked to confirm before they're discarded.
How do I request a new firm?
If a firm isn't in your directory, you can request it, as long as you have the required permission.
You'll need to provide:
The firm's name and business email
The new office's name, street, city, country and state
When you submit, the firm and its first office are created in a Pending state and Brightflag Customer Services is notified to review them. The firm isn't generally usable until that review is done.
If a required field is missing, the request is rejected and you're told which fields are needed. If you don't have the required permission, the request is refused.
How do I mark a vendor as Preferred or export the vendor list?
Mark a vendor as Preferred
Go to the vendor list.
Use the Preferred toggle next to the vendor.
If the update fails, you'll see a message asking you to try again.
Export the vendor list
If you've filtered the list, the export contains only the filtered records.
If you haven't, it contains everything, across all pages, in one file.