Properties
Patrick Payne avatar
Written by Patrick Payne
Updated over a week ago

Which of Vendr's products is this article applicable to?

Applicable

  • Vendr 2.0

Not Applicable

  • Freemium

  • Premium Intelligence

  • Premium Procurement

Overview

The Properties page is where you create Custom Properties for various objects in your Vendr account.

Custom Properties are used to record additional information related to an Product, Person, or Contract that Vendr doesn't already a property for by default.

Navigating to Properties

  1. Log in to your Vendr account

  2. Click Admin on the bottom left corner of the screen

  3. Click Properties from the contextual menu

Creating Custom Groups and Properties

  1. Navigate to the relevant Property page by clicking Products, People, or Contracts on the navigation bar near the top of the page

    • note: the process to create properties is the same across the above options

  2. Click the purple + Add group button on the top right corner of the screen to add a new Property to a new Group

  3. In the new pop-up window, click into the Group dialog box to enter a name

    • This will be the group that the property "lives" in

  4. Enter a Name for the property

  5. Enter a Description

  6. Choose the property Type from the pull-down menu

  7. Some options will require additional details, complete the form and click Save

Once the necessary groups have been created, you can add addition properties to those groups by clicking the + Add property button on the right hand side.

​

​

Editing and Archiving Properties

  1. Click on the Property you wish to modify

  2. Make the needed changes

  3. Click the purple Save button on the bottom right of the pop-up

  4. Alternatively, click the red Archive button to hide the property from both settings and the relevant property page

Did this answer your question?