Review / Update Vendor Notes

On this page you can log communications with your vendor, enter any specific notes or upload any document related to this vendor. You can navigate to this page by clicking Vendors in the Top Navigation Menu. Then select a property in the left table and a vendor in the right. Lastly click Vendor Notes in the Actions Menu.

 

• Communication Log: Allows you to track any communication, tasks and actions between you and your vendor. Just click the buttons below to add, modify or delete a communication log. Here's how you add a log: 
  • Reported Date: What day was the issue reported?
  • Reported By: Who was the issue reported by?
  • Action By Date: By what date will action be taken?
  • Current Status: is it pending or closed? (Choose from the drop down list)
  • Comment: Any comments you may have on this particular communication log.

• Notes: The Notes tab allows you to store any notes or custom fields related to this Vendor. Custom Fields can be renamed to whatever you want. Just remember to click the Update button when adding or modifying notes and fields. (Notes and Custom Fields are optional.)
• Upload Documents: Save any critical Property Documents on this tab. Click Add to add a document. Click Preview to preview the uploaded document.  Click Modify to modify the selected Document's description and alias.  Click Delete to delete the selected document.

You can visit the other Vendor Pages by clicking any of the tabs on this page, as well as selecting a different vendor for the selected property using the green arrow next to the vendor's name at the top.