Adding preferred suppliers to a landlord

When a landlord has been set up as a Contact, you can select a preferred supplier for them. This may be a supplier that is a chosen favourite to complete works or maintenance on their behalf, whether that be for individual preference, or, location based factors.

 To add a preferred supplier:

  1. Click Contacts on the main toolbar
  2. Select the relevant landlord from Recent & Favourite Contacts
    1. Alternatively, find the landlord using the Search Contacts bar in the top right
  3. Click Management on the side menu
  4. Click the Suppliers top tab
  5. Click Select Supplier
  6. Click Select next to the required supplier
    1. You can search for an existing supplier using the Search and Filters options
    2. Click Add New if you need to add a new supplier
      For more information on Adding a supplier, click here

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  7. The required supplier will now display as Selected. Click Confirm
  8. Add any relevant notes and click Save
  9. Click Yes when prompted to Update all Properties for this landlord
  10. As suppliers are now available to the landlord, the option to add these suppliers to the landlords properties is now available

 Note

You can only select one Supplier at a time. To add more suppliers, repeat the process from step 6 onwards
For more information on Adding a preferred supplier, click here

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