Locate a Vendor Record

You can manage the vendors who provide a service or product to your organization. To view these records, you can locate and open a vendor record in Aegis CRM.

Search for a Vendor Record

Click Vendors on the Navigation menu. All of the vendors display and you can use the columns at the top to filter the results to locate a specific record.

You can download the list of vendors in an Excel format. To open a vendor record, click Edit.