Navigation: Accounts Payable System > Vendors Form: 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.