Anytime you are entering a new company location, contact, or vendor, you should always use the Main Search Toolto ensure the company location or contact does not already exist in your database. Although e-manage is designed to keep duplication from happening, it cannot account for users entering companies using acronyms or simply supplying the wrong information. Hint: Try to refrain from using acronyms.
If not using the Prospecting Tool, navigate to Main Tool Menu > New Company.
When setting up a Vendor there are very important settings and setup items you will want to ensure is setup from the beginning to save you trouble in the long run. Use the checklist and links below when setting up a Vendor in e-manage|ONE:
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