Overview
Creating vendor classifications can help you organize your list if you create many vendors in DoorLoop.
The Steps
Create a Vendor Classification
To set up your vendor classifications, click Settings on the main menu. Then under the Related Lists section, click Vendor Classifications.
Click on Add Line Item link and type in a Tag Name for your new Vendor Classification. When you are finished, click on the green checkmark to save it.
Add more vendor classifications by clicking Add Line Item again.
Edit Vendor Classifications
Click the pencil and pad icon to the right of the vendor classification you want to update.
Update the name and click the green checkmark to save it.
Delete a Vendor Classification
Click the trash can icon on the right side of the classification you want to remove.
Click the trash can icon again to confirm the deletion.
Important: Deleting a vendor classification is permanent and cannot be undone.