field
or by clicking on the letter of the alphabet that applies to the account.
From this
screen the account details can be accessed as well as contact people for
the account.AppWright
has the capability of keeping track of all your accounts, such as vendors
and contractors, as well as the contact people for these accounts. The
Vendor Manager can be accessed directly from the desktop and will appear
similar to the following image. An
account can be accessed by simply typing in the name in the field
or by clicking on the letter of the alphabet that applies to the account.
From this
screen the account details can be accessed as well as contact people for
the account.
Direct links to Contacts, Activities, Jobs and the Calendar are located in the top right corner.
This icon will export a complete list of the vendor information
to an Excel spreadsheet. 
This icon will export an abbreviated list of the vendor information
containing just the account name, address, phone number and email address.
The Extra Info link at the top of the page will show the vendors in a more detailed list with easy access links to send an email or add notes to the account. The contacts and activities are accessible from here as well.
The List View box in the top left corner will allow you to set up different ways of viewing the accounts by different groups for example. In addition to having favorite views to see the vendors the column headings can be clicked on to sort the list as well.
To add a
new account click 
and a screen similar to the one below
will be shown.
Vendor Identification
Vendor ID
Enter a vendor ID for the account here. This can be the same as the vendor name.
Vendor Name
Enter the name of the account here.
Sort Code
This field is usually used to enter an account code to coincide with a separate accounting package for importing purposes.
Comment
This is space for any notes/comments for the account that need to be recorded.
Web Site
Enter the web site address for the account.
Vendor Type
Vendor types can be used to identify an account or contact as a Prospect or Active Customer for example.
Business Information
Address
Enter the address and phone information here for the account.
External Login Information
Allow Login?
If this account is going to have anyone logging in then this would need to be checked. Once contact names are entered for this account the individual user names and passwords are setup.
Vendor Group
If a group of accounts is entered here then contacts for this account will see ALL jobs for all vendors in the group only when they login. If a group is assigned here that includes another vendor then their jobs will be viewable as well. In most cases this is left blank, meaning when contacts for this account log in they will see all of their jobs only.
When all information is entered for the new
account click the 
button to save.
Once an account is added to the Vendor Manager it can be searched for and selected. At this point notes and documents can be attached to the account.
By
selecting New Note you have a place to add notes to this vendor. By
selecting Documents you will be able to upload and attach forms, spreadsheets
or any other document that should be saved with the vendor.
The
buttons here will take you directly to the notes as shown above, the list
of contacts for this vendor, their scheduled activities as well as their
jobs in the Worklist.