Overview
Vendor VRM is a contact log that is available in the Vendor Card. Users can add, edit, and delete notes about contacts.
Table of Contents
Usage
VRM Tab
To use Vendor VRM, open the Vendor Card. There will be a VRM tab to select at the bottom of the card.
Creating a New Entry
To create an entry, click the New button. This will open the Vendor Note Entry window.
You can enter the note in the Note text box and select the type of note with the Type dropdown menu.
Press the OK button to save the notes, or the Cancel button to cancel the entry.
Delete an Entry
To delete an entry, select a VRM note from the log and press the Delete button. SalesPad will ask you to confirm the delete. Simply click Yes to delete the note.
Editing an Entry
To edit the note, click into the text box and edit the text as necessary. The sub-security Can Edit Notes under the Vendor VRM securitymust be set to True.
Security Settings
Vendor VRM* – Allows users to see the VRM tab.