Add a third-party Vendor Account Type
D
David Perry
We would like to see a functionality that captures the essence of the third-party vendors that we work with as Venues.
Key requirements for this account include:
- Being able to communicate with these vendors via Documents/Emails without notifying the Contact attached to the Booking.
- Attach multiple Vendor accounts to a Booking (i.e. Photographer, Caterer, Security, etc...). You should then be able to add the Contacts Account independently and show their details on documents etc
- Reportability on the accounts/reports tab to easily see vendor lists
- Issue Invoices to specific Vendors
-see menu items assigned to the vendor
Katie Knight
Merged in a post:
Add multiple Accounts to a Booking
Katie Knight
We track our Vendors via Accounts & Contacts, we'd like the ability to add multiple Accounts to a Booking, and then pull information from each one into Invoices and Documents
Melissa Lopez Toro
Merged in a post:
Vendor Contact List
O
Olivia DelGarbino
It would be so helpful to be able to save Vendor contact information in Event Temple. We often utilize the same vendors and I have to look up their information each time. This is used in other softwares where it includes Name, Contact Information and event Social Media Handle to pull into forms.