🔹 What Fields Are Included in the Export?
The exported Excel sheet will include the following details:
Vendors Sheet
| Field Name |
|---|
| Vendor Ref |
| Custom Vendor Name |
| Preferred |
| Vendor Office |
| Street |
| City |
| State |
| Country |
Vendor Users Sheet
| Field Name |
|---|
|
First Name |
| Last Name |
| Office |
| Vendor Ref |
| Custom Vendor Name |
| Roles |
| Status |
🔹 How to Export/Download All Vendors/Law Firms
1️⃣ Go to: Menu > Vendor Management.
2️⃣ Click on "Export Details" (located at the top-right of the screen).
3️⃣ An Excel file containing all vendor details will automatically download.
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