Vendors tab
By default, in the Vendors tab, you see a list of all your vendors with several filters above the table.
You can select another view or create a new one by clicking on the View dropdown list. For details, see the Smart views article.
To open a vendor profile, click on its row in the table. To open the profile in edit mode, click the
icon in the last column. For details, see the Vendor profile section.
The Availability column shows when the vendor is available for the next two weeks. Each box represents a day and can be colored green (available), red (occupied with work), or blue (away). When you click on a vendor’s line in the availability column, a popup window with a list of jobs planned for the next two weeks is displayed.
To add a new vendor, click the Add Vendor button. For details, see the Create a new vendor profile guide.
Click the Import or Export buttons to add new vendors from other sources or export the existing ones. For details, see the Data import and export guide.
If you select a checkbox in the left-hand column, several additional buttons are displayed above the list.
Click the Delete button to erase the vendor from the system. To delete all their personal information, click the
icon and the Erase Personal Data button.You cannot delete several vendor profiles at once. Therefore, the Delete button is only displayed when one profile is selected.
Click the Send CRM E-mail button to e-mail the selected vendor(s). You will be directed to the New E-mail page. For details, see the Send a CRM e-mail guide.
Click the Invite to Vendor Portal button to send an e-mail with an activation link to the selected vendor(s). To find out more about Vendor Portal, see the Vendor Portal documentation.
Click the Multiple Change button to make changes to the most important data of one or several vendors at once.
You can also change those settings in the vendor profile. However, the Multiple Change option might be more convenient, especially when editing rates.
If you select two vendor profiles, a Merge Profiles button is displayed above the list. Use this option to get rid of duplicated profiles.
Profile 1 will be the primary one, so the data from this profile will be prioritized during the merging. Click the 
icon to change which profile will be the primary one.
Click the
icon to switch to the Vendor Workload view and check your vendors' availability. For details, see the Vendor Workload view article.
To ensure the correct functioning of classic automations, the Home Portal creates artificial vendors linked with automatic actions. They are not displayed in any view by default; however, they are reflected in the total number of your vendors.