Managing fields on vendor records

Manage which available fields appear on a vendor record without deleting values that were already saved.

Before you begin

You must have editing access to vendors. Only workspace Owners can make a field appear on every vendor.

Add or remove fields for one vendor

1. Go to Vendors.
2. Select the vendor you want to update.
3. Select Add fields.
4. Select a field to add it to this vendor.
5. Select an added field again to remove it from this vendor.
6. Select Close.

A removed field no longer shows on this vendor, but its saved values are kept.

For a core field, fill in a value before you leave the vendor record to keep the field. To update the value, follow Managing vendor details.

Show a field on every vendor

1. Go to Vendors.
2. Select a vendor.
3. Select Add fields.
4. Add the field if it is not already added to the vendor.
5. Select Standard field.

The field now appears on every vendor. A field set for all vendors cannot be removed from one vendor.

Stop showing a field on every vendor

1. Go to Vendors.
2. Select a vendor.
3. Select Add fields.
4. Select Standard field to clear it.
5. In Remove from all vendors, select Remove from all.

James shows how many vendors stop showing the field before you confirm. Saved values remain and reappear if the field is switched on again. Vendors where the field was added separately keep showing it.