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How to use the all vendors grid?

This article explains how to use the All Vendors grid so you can quickly and easily perform many functions including adding, editing, and deleting vendors.

To navigate to the Vendors grid:

  • Click on running Loan Servicing in the left-hand navigation panel of The Mortgage Office®.
  • Click on All Vendors.
  • Below is a list of available functions:
Button: Description:
Add new PLUS sign w border_r-PNG Click to Add a new vendor file.
Table pencil Edit icon with border_r-PNG Click to Edit a vendor file.
delete with button border outline Click to Delete a vendor file.
lightning bolt with downward arrow, with button border

Click to display a list of available Actions. Most selections apply to the currently selected vendor. The available actions are:

  • Other Cash Received from Vendor
  • Adjustments
HISTORY with button border outline Click to display the vendor History.
PRINT with button border outline

Click to display a list of available Reports and Statements. The available options are:

  • Name & Address Listing
  • Mailing Labels
  • Print Statement for [selected vendor]
  • Print Statement for Multiple Vendors
EXCEL with button border outline Click to Export the contents of the entire grid to Excel, and automatically download to your computer's Downloads folder.
Microsoft Word button with outline

Click Write Letters. The following are your two options:

  • Write Letter to [selected vendor]
  • Write Letter to Multiple Vendors
blue email envelope, with button border

Click to send an Email to the vendor.

display map of address with border Click to display a Map with directions to the vendor's address.
conversation log with border

Click to open the Conversation Log. This opens a new window enabling you to record communications with vendors for the selected account. 
NOTES with button border outline Click to enter Notes.
GRID with button border outline Customize Grid. Opens a dialog window where you can change the display order of the grid columns and whether they are displayed or not.
REFRESH with button border outline Click to Refresh the contents of the grid.
reminder bell without arrow, with border

Click Show Reminders for the following options:

  • Show Reminder for [selected vendor]
  • Show All Reminders
search criteria_search_clear all

Search. Helps you to quickly find items in one or more columns and apply a filter to the grid. Simply type the information you are looking for, press enter, and watch the grid display only the records matching the criteria.

TIP: For additional information, see How to Use Find and How to Use the Data Grids.

NOTE:  The grid's contents can be sorted in various ways by clicking any of the grid's column headers. If you click the same column header more than once, the sort will alternate between ascending and descending order.

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