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Managing Notes in a Vendor Record

Eptura Knowledge Center

Managing Notes in a Vendor Record


Managing Notes in a Vendor is an integral part of completing your Vendor profile. Managing Notes is an important feature of a Vendor.



VendorNote.gif1.  On the left side of any page, click on the Vendors module icon, located in the menu ribbon.

2.  Select a Vendor to view the record.

3.  Click on the second icon Screenshot 2022-12-29 at 10.25.23 AM.pngto view the Vendor notes.

3.  Click the pencil on the note record to edit the record

4.  To create a new note select the New Note button.

5.  To Delete an existing Note, click on the trash can icon at the top of the note record.

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