0
Searching answer

Where to note vendor's references have been checked?

Seyma Albarino 2 years ago in Home Portal updated by Łukasz Kaleta (Senior Customer Success Manager) 2 years ago 1

We would like to be able to see at a glance whether a vendor's references have been checked. What would be the best way to note this in the vendor's profile? We're considering a custom field on the Main Data > Identification Data page but we're interested in how others are recording this. Thanks!

+1
Searching answer

In my experience:

  • a specific Category could serve that purpose unless you use this field already for something else (it is explained as part of our guide to vendor management)
  • one of the existing vendor status can be chosen to indicate that, but I feel we already had a discussion about it :)
  • and of course, I can see how a custom field fits in, as well.