Changing the Preferred Suppliers of a Property
Please Note - A property must be as far as the instructing phase before preferred suppliers can be selected.
1. On the property record, click Management > Suppliers > Select Supplier.
2. Click Select next to the required Supplier and click Confirm. You can also search for an existing supplier using the Search & Filters options at the top of the window.
TIP: You can add a new supplier in this screen by clicking Add New and filling in the details.
Please Note: You can only select one Supplier at a time. To add more Suppliers, repeat this process from Step 2 after clicking Select Supplier.
Add any relevant notes and click Save.