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Edit a Vendor

Update vendor information and contacts in Zeltask to ensure your provider records remain accurate as relationships evolve.

Before You Start​

  • The vendor must already exist in Zeltask
  • You need permission to edit vendor records

Steps​

Step 1: Open the vendor detail view​

  1. Click Vendors in the left navigation bar
  2. Click on the vendor card you want to edit

[Screenshot: Selecting a vendor from the list]

Step 2: Enter edit mode​

  1. Click Edit in the vendor detail view
  2. The form becomes editable

[Screenshot: Edit button highlighted in vendor detail view]

Step 3: Update vendor information​

You can modify:

FieldWhat You Can Change
NameUpdate the company or provider name
DescriptionRevise the services description or scope

[Screenshot: Editing vendor name and description fields]

Step 4: Manage contacts​

While editing, you can also:

  • Edit existing contacts — Update name, email, role, or phone
  • Add new contacts — Include additional contact persons
  • Remove contacts — Delete contacts that are no longer relevant

[GIF: Editing a contact's phone number and saving]

Step 5: Save changes​

  1. Review your modifications
  2. Click Submit to save the changes

The vendor record is updated immediately.

Common Updates​

ScenarioAction
Contact left the companyRemove the old contact and add their replacement
Phone number changedEdit the contact's phone field
Company rebrandedUpdate the vendor name
Services expandedUpdate the description to reflect new offerings

Tips​

  • Keep descriptions current — outdated information can lead to confusion
  • Update contacts promptly when you learn of role changes
  • Add notes in the comments section about significant changes