Adding Vendor Notes
Adding Vendor Notes
Vendor notes and attachments may be added to the vendor profile to record information such as insurance policies, email communications, and other important documents.
To add a note to a vendor profile:
Select Vendors > Vendors. If you are using universal navigation, click Payables > Vendors > Vendor List.
Search for and select the desired vendor.
Click on the Notes tab.
Click New.
Enter the following information:
Description: Enter a description for the note.
NOTE: CINC recommends defining a list of standard descriptions so that all users are using a consistent description in this field (e.g., Vendor Insurance Policy, etc.).
Corr Type: Correspondence type dropdown (e.g., Letter, Note-General, Phone Call).
Status: Select the status (e.g., Open, Pending, Closed).
Note Date: Defaults to current date but may be changed.
Note Type: Note type (e.g., Email, Letter, Note, Phone Call).
Next Contact: Works in conjunction with alerts. If alert is turned on and this field is populated, an alert will be generated to follow up. An alert for a Next Contact Reminder may be set under File > Alerts/Reminders. If you are using universal navigation, click Notifications > Alerts Setup.
Template: Form letters for vendor correspondence templates (e.g., Termite Inspection Notice).
Note Area: Type a note in the text editor area to be saved for future reference.
Click Save.
When the note is saved, an Attachments link will appear. Click Manage, then browse to and select the desired document. Click Save. Click View to view the attachment(s).
