F.A.Q. - Vendor Reports
Can I just show the first name of a lead in a Vendor Report?
Answer: Yes, you can. Any Vendor Report module that includes lead name information gives you the option to display either the First Name only or the Full Name.
- To adjust this setting, you can edit the contents of each module by selecting the edit icon when editing the Vendor Report.
- Once in the edit mode, you can choose Full Name or First Name only and then click Submit to save your preference
How can I save time creating Vendor Reports?
Answer: The best way to save time when creating Vendor Reports is to create Vendor Report templates. Once you have created a template, you can quickly apply it to any listing's Vendor Report.
We have created a great guide on how to create a Vendor Report template.