Accessing & Searching "My Vendors"

This article provides a step-by-step walkthrough of the "My Vendors" tab, helping users efficiently search, filter, and manage vendor information within the platform.

My Vendors Tab
Understanding the Vendors Table
Searching For Vendors
Sorting and Filtering Vendor Data
Exporting Data

Whether you're looking to find preferred vendors, sort by trade categories, or customize the vendor table for better visibility, this guide will equip you with the necessary tools to streamline your workflow.

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Click on the My Vendors icon at any time to open the page, which displays a complete list of all vendors assigned to the client. (See Figure 4.0 below).

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Understanding the Vendors Table

The Vendors Table provides in-depth information about each vendor associated with the client. Below is a breakdown of the table's key features and column headers.

Column Headers & Their Functions

Column	Description
Vendor Rank	The first column contains a "Vendor Rank" that signifies preferred vendors. A vendor's rank appears in this column, with vendors automatically sorted from highest to lowest rank. Click the ribbon to toggle sorting order (lowest to highest).
Vendor Name	Displays the legal vendor name entered into VIVE.
DBA (Does Business As)	If applicable, lists the vendor’s trade name.
VIVE Status	Shows the vendor’s current status within VIVE.
City	Indicates the vendor’s physical location.
Trades	Lists primary and secondary trade categories entered during vendor registration.
Vendor Rating	Displays an internal rating assigned by the management company (not visible to vendors).

Searching for Vendors

Universal Search

To search across all columns in the Vendors Table, type a keyword into the Search field at the top of the table. The system will return any vendor whose name, trade category, or other details contain the search term.

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Figure 4.1

To clear a search, simply delete the text from the Search field.

(See top arrow of Figure 4.1 Universal Search)

Column-Specific Search

To refine searches further, type a keyword into the search box under a specific column. This allows users to search within only one category, such as vendor name, trade category, or city.

Example: Entering “Cleaner” in Trade search column will return vendors that list “Cleaner” as a trade.

(See bottom arrow of Figure 4.1 Universal Search)

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Issue: Vendor Not Appearing in Search

Solution: Ensure the correct spelling is entered. Try using a partial search term (e.g., “paint” instead of “painting services”).