Action Icons on Vendors Form

This Help File Page was last Modified on 05/20/2021

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Action Icons on Vendors Form

This Help File Page was last Modified on 05/20/2021

Action Icons - These Actions Icons provide special features for the Vendors Form

Note: The Add or Remove Buttons option - accessed by selecting the Down-Arrow at the top of the Subscribers, Prospect, and Vendor Forms - will allow the User to Customize the content of the Quick Access Tool Bar on those Forms.



Vendors Form - Actions Icons


Contacts - This option opens the Contacts Form.




Calls Icon - Click the Calls Icon  to open the Calls dialog containing the Calls information for the selected Vendor.




See this Calls chapter for more information about how to use the features on this Calls Form.




Dial Icon - Click Dial to dial the Primary telephone number for this Vendor via your modem.

The Dial Icon is available on the Subscribers, Prospects, Vendors and within the Monitoring module.




You must have a modem attached to your computer and a telephone line connected to the modem.

Your modem must be defined in your Personal User Options.

Be sure to Click Hang Up (which Replaces Dial during the Call) to release the modem from the line when the Call is completed.


Label Icon - For users with the DYMO Label interface.




The Print Address Label dialog will be displayed.



Print Address Label dialog


EMail - Click the Email Icon to open the Email Dialog (e.g., using Outlook©, or whatever Email protocol is being used) to send an Email to this Vendor.



Actions - EMail Icon


The Email option will activate your Email utility (e.g., Outlook®, etc.) and - as illustrated below -  inserts the Email Address(es) identified for this Vendor.




Documents - The Documents Icon provides access to the Documents that were associated with the selected Vendor.




Click the Documents Icon to open the Documents dialog.



Documents Management dialog


Click the Documents Down-Arrow to display a list of those Documents that have been associated with the selected Vendor.

Click on any Document Title on the list to Open that Document.

For detailed information about using the Documents Form Click here.


Favorites Icon - This Icon is used to create Favorites which may then be selected using the Favorites Icon's Drop-Down Selection List.

Click the Favorites Icon to assign favorites status (and insert this Vendor into the Favorites Drop-Down Selection List)



Actions Menu - Favorites Icon and List


Choose the *Add/Remove Favorites*  option.

It will be added to your Favorites Drop-Down Selection List.

Once a Vendor (Prospect, Subscriber) has been added as a Favorite, you may immediately access that favorite Vendor record by Clicking the Down-Arrow and Selecting the desired Vendor.


Reports Icon - The Reports Icon on the Vendors Form's Action Menu provides easy access to a variety of Vendor specific printed information.

All Reports are specifically populated for the current Vendor.



Actions Menu - Reports Icon - Menu options


See Vendors Form Reports Icon chapter for more information.