Adding Service Providers to the Association’s Directory
Adding Service Providers to the Association’s Directory
Select Setup > Association Setup. If you are using universal navigation, click Associations > Associations > View All.
On the Association List screen, choose the association by clicking on the association’s name hyperlink.
On the Association Information screen, click the Directory tab at the bottom of the screen.
On the Service Providers screen, select Service Provides in the View field, then click New.
Complete the following fields at the bottom of the screen:
Contact Name: Service provider’s contact name. You can click the Search Vendor icon to search for and select the service provider.
Type: Type of service provider. Set up under System > Drop Down Options: Vendor Type. If you are using universal navigation, click Settings > General > Drop Down Options.
Contact Descr
Address: Service provider’s street address.
City / State / Zip Code
Home Phone / Mobile Phone / Work Phone
Email
Comment
Click Save.
Editing a Service Provider in the Association’s Directory
Select Setup > Association Setup. If you are using universal navigation, click Associations > Associations > View All.
On the Association List screen, choose the association by clicking on the association’s name hyperlink.
On the Association Information screen, click the Directory tab at the bottom of the screen.
On the Service Providers screen, select Service Provides in the View field.
Choose the service provider’s to be edited by clicking the service provider’s name or type hyperlink.
Edit the information at the bottom of the screen as needed.
Click Save.
Deleting a Service Provider from the Association’s Directory
Select Setup > Association Setup. If you are using universal navigation, click Associations > Associations > View All.
On the Association List screen, choose the association by clicking on the association’s name hyperlink.
On the Association Information screen, click the Directory tab at the bottom of the screen.
On the Service Providers screen, select Service Provides in the View field.
Select the checkbox next to the service provider to be deleted and click Delete.