Vendor Filters

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Vendor Filters

The entries listed here mirror the entries in the Master Address Book. Identifying your vendors by type create filtered lists that populate the dropdowns for these fields:

General Contractor, Owner, Lender, Surety fields (Job level, Lien Waiver Config tab)

Insurance Company field (Vendor level, Insurance tab)

 

 

1.From the ribbon toolbar, click Greenlight.

2.Click Manage Greenlight, GreenlightManageGreenlighticon-mh.
 
The main screen displays with the Users tab active:
 
GreenlightManageGreenlightmainscreen-mh
 

3.Click the Lookup Tables tab.
 
The following screen displays:
 
GreenlightManageGreenlightLookupTablestabwindow-mh
 

4.Click Vendor Filters.

5.Click Edit.
 
The following screen displays:
 
GreenlightManageGreenlightLookupTablestabwindowVendorClassificationFilters-mh
 

6.For each entry, click in the column to identify the type of vendor (General Contractor, Insurance, Lender, Owner, Surety) to create filter lists.

7.Click Save.