We've redesigned the Vendor Details Page with you in mind, making it easier to navigate between sections. Now, everything you need to complete a vendor assessment is just a click away. You can look forward to:
- Easier Navigation - A new sub-menu to replace the accordion dropdowns
- At-A-Glance Information - A new header with key vendor information
- More Space for Work - Each module has its own dedicated space, with room to expand
Here's a sneak peek for you:
1. Easier Navigation - Sub-menu
Located on the left-hand side of the page, the new sub-menu allows you to quickly access the information you need with less scrolling.
2. Accessible Details - Informational Header
Your vendor key information is now easier to view in the new header at the top of the page, freeing up horizontal space for more focused tasks like Vendor Summary and other coming enhancements.
Use the three-dot menu at the top right corner of the header to perform any of the following actions:
- Edit Overview (previously Edit Vendor)
- Export Vendor Details
- Archive Vendor
- Merge Vendor.
3. More Space to Work - Dedicated Modules
Along with the new sub-menu navigation, each tool provides more workspace, helping you stay focused on your tasks. This also opens up opportunities to expand features like the Vendor Summary and Document Repository.
Here are some specific changes to be aware of:
- Assessment Activity is on the Overview menu page
- Program Automation (aka Renewal Cadence) Is now shown as a toggle on the Overview menu page. Toggle to to enable. A modal will appear to set up your cadence details. Hover over the to view the details.
- Follow Ups are located under the sub-menu Communication > Follow Ups
- Contacts & Billing information will appear under the Business Information sub-menu