Answer
Nov 15, 2016 - 12:47 PM
Office vendor numbers are assigned at the firm-office level, not at the firm level.
This can be done by mousing over the Navigation Panel, clicking Users, then Bulk Update. Under Step 1: select a field to update, choose vendor id* in the list. Under Step 2, choose generate list. A list of firms/vendors that are attached to your company will then appear. You can then enter in the information into any field to the right of the office name for that particular vendor. Once completed, choose save in the actions box. *vendor id labels can be customized so if you don't see the name 'vendor id', contact your Tracker Coordinator to determine what the labels are called in your database.
This can be done by mousing over the Navigation Panel, clicking Users, then Bulk Update. Under Step 1: select a field to update, choose vendor id* in the list. Under Step 2, choose generate list. A list of firms/vendors that are attached to your company will then appear. You can then enter in the information into any field to the right of the office name for that particular vendor. Once completed, choose save in the actions box. *vendor id labels can be customized so if you don't see the name 'vendor id', contact your Tracker Coordinator to determine what the labels are called in your database.
