Vendor Detail View
The vendor detail view provides complete access to all information about a provider, including contacts, communications, and management options.
Accessing the Detail View
- Click Vendors in the left navigation bar
- Click on any vendor card to open its detail view
[Screenshot: Clicking on a vendor card to open detail view]
Sections in the Detail View
General Information
View all information registered for the vendor:
| Field | Description |
|---|---|
| Name | Provider or company name |
| Description | Services, scope, or relevant details |
| Contacts | All associated contact persons |
[Screenshot: General information section showing vendor details and contacts]
Contacts Section
View and manage all contacts associated with this vendor:
- See contact name, email, role, and phone at a glance
- Add new contacts
- Edit existing contact information
- Delete contacts that are no longer relevant
[Screenshot: Contacts section with multiple contacts listed]
Comments Tab
The comments section provides a space for tracking communications and notes related to this vendor:
- Write new comments to document conversations, agreements, or issues
- Read previous comments from team members
- Maintain a clear record of all interactions
[Screenshot: Comments section showing conversation history]
Follow Conversation
Click Follow this conversation to receive notifications when:
- Someone adds a new comment
- Relevant changes are made to the vendor record
This helps team members stay informed about vendor-related updates without checking manually.
[Screenshot: Follow this conversation toggle]
Available Actions
From the detail view, you can:
| Action | Description |
|---|---|
| Edit | Update vendor information or contacts |
| Delete | Remove the vendor if no longer needed |
Deleting a vendor removes all associated contact information. Make sure this vendor is no longer needed before deleting.