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pVault® Help

Vendor contacts added through the Master Address Book or added to a previous job can be imported to a new job without having to input the contact information.

 

1.From the ribbon toolbar, click Greenlight.

2.Click Greenlight, Greenlighticon-mh.
 
The main screen displays with the Dashboard tab active:
 
Greenlightmainscreenblank-mh
 

3.In the left navigation bar, click on a vendor.
 
The following screen displays with the Vendor Info tab active:
 
GreenlightVendorscreenVendorInfotab-mh
 

4.Click the Contacts tab.
 
The following screen displays:
 
GreenlightVendorscreenVendorContactstab-mh
 

5.Click the Add, GreenlightAddbutton-mh.
 
A Contacts to Vendor window displays:
 
GreenlightVendorscreenVendorContactstabContactstoaddnewcontact1-mh
 
You will not need to fill out the contact information. Greenlight CM™ will import the information from the Master Address Book.
 

6.Select the contact from the Existing Contacts field dropdown list.

 

 

Version 2024.01.36 1/30/2025
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