How to Use the Vendors Tab in REsimpli
Step 1: Open the Vendors Page
Click the second-to-last icon on the left-side menu, then select Vendors.
Step 2: Add a New Vendor
Click the option to create a new vendor contact.
Step 3: Enter Vendor Information
Fill in the vendor details, including:
Vendor Display Name
First and Last Name
Phone Number
Email Address
Birthday or Anniversary
Website and Social Media Links
Address
Step 4: Select the Vendor Type
Choose the vendor category or role, such as:
Accountant
Contractor
Service Provider
Partner
Step 5: Add the Service Area
Enter the areas served by the vendor, if applicable.
Step 6: Save the Vendor
Click Add to save the vendor contact in REsimpli.
Step 7: Contact Support if Needed
Reach out to REsimpli support if you need help managing vendor records.