Help Desk

Select Configuration in the settings area.

Click the Edit button to add or remove Statuses.

Enter the new status name into the highlighted field. Press Add to confirm. 

You can exclude any of your Status names by clicking the X button on the existing ones. 

Press SAVE to keep changes or CANCEL to discard.

You can use Statuses to mark your vendors at your own discretion. 

For example - to track your vendor’s risk rating or to mark them with your own short notes.

To assign a Status to any of your vendors, go to the VENDORS, List tab (My Vendor Portfolio), and select a new Status from a collapsible list for each vendor of yours.