To access vendor information, at Home Base click Clients & Files. From the dropdown menu above the list, select Vendors.
Vendors are listed by File Number, Name, and Street. Scroll through the list to select the desired vendor, or type the first few letters of the vendor Code in the field below the list to jump to the closest match. (For more information on customizing and navigating this list, see List Management.)
The sidebar on the right portion of the screen contains an information summary for the selected vendor. The vendor name, address, business phone number, fax number, email address, and any miscellaneous notes display in this summary.
To view the detail screen for the selected vendor, click Detail.
Click Options to access the following workflows:
Click Cancel to return to Home Base.