This article applies to:
Admins
All Products
About this article
Vendr offers the ability to add custom properties to enrich your Contract and Supplier records with data important to your organization. This article covers how to create and edit these fields.
Manage Your Custom Properties
Custom properties can be managed within the Data Management section under Admin settings, where you can:
Create, modify, or archive properties for Suppliers and Agreements
Create a Custom Property
Navigate to the Custom Properties page.
Choose to either add a new property to an existing group or start a new group.
Input the property name, select its type (e.g., Text, Date, Dropdown), and optionally provide a description.
Save your changes
If you've already created at least one custom property, you can either
Add group and then add a new property within that group
Add a new property within an existing group
Property Groups
Groups are simply a way to organize your properties - so all your finance properties, for example, might be in one group, while all your security properties might be in another.
Properties will be organized by their group when you look at the Properties tab within the details of a Supplier, Product, or Agreement.
Edit a Custom Property
Click the Name of an existing property to edit it
Edit the Name, Description, and/or Type
Click Save
Archive a Custom Property
Note: Archive is instant and permanent!
There is no confirmation that you want to archive a property after you click Archive, it just archives the property
There is no ability to recover archived properties
Click the Name of an existing property to edit it
Click Archive
Viewing Custom Properties
Custom properties are seamlessly integrated, appearing alongside default properties in Supplier and Agreement table views and a record's properties view. You can add them to table views through the column icon on the top right corner and create custom filters to search and sort by them as well.
