Vendor Profile:
Creating a Vendor
Vendor Profile
Vendor Addresses
Activate/Deactivate Vendor
Vendor Contacts
Profile Notes
Profile Documents
Service Areas
Vendor Service History
Vendor Rates
Vendor Alert
Duplicate Vendor
Resale Certificates
Vendor Profile Billing Card
Vendor Compliance
Vendor Invitation
Client Profile:
Creating a Client
Client Profile
Client Addresses
Client Profile Billing Card
Resale Certificates
Activate/Deactivate Client
Client Contacts
Client Locations
Client Priorities
Profile Documents
Profile Notes
Client Service History
Client Rates
Company Profile:
Company Profile Details
Company Profile Contacts
Company Profile Addresses
Company Profile Priorities
Company Profile Billing Card
Users
Teams
Roles
**If there is any functionality that is not available that is stated in the help pages, please check if the vendor/client is using Umbrava. If the profile is controlled by the vendor/client, then you will not be able to edit their profile. If the vendor/client is not using Umbrava, please check and confirm permissions.
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