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Favorite a preferred vendor

Tag your favorite vendors with a star so you can quickly filter for them on your contacts list.

Updated over a week ago

In the Contacts tab, you can mark any project collaborator as a preferred vendor by starring them. This helps you filter for your contacts list to specific vendors.

๐Ÿ“ฃ Note

You'll only be able to star a contact as a preferred vendor if they've been added to a project with the collaborator role.


Star a preferred vendor

Contacts aren't notified that you've starred them.

  1. From the top navigation menu, select Clients > select Contacts

  2. Hover over the vendor you want to favorite > select the triple dot icon > select Mark as preferred vendor

From here, you can filter for the vendors you've favorited by using the Preferred vendor filter on the Contacts page.

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