Viper users can export Vendors from the Vendors tab with a variety of options.
- Go to the vendors tab.
The download options are:
- Vendor Contact Summary is a simple, csv download of all of your contacts including, first name, last name, email address and other relevant information.
- Vendor Contact Details will add the vendors classification as well as mailing address.
- Insurance Documents (both), will give you details of all of your vendors that have 3rd party liability attached to them, as well as the expiration dates and coverage information.
All documents will download as csv files, remember when opening and using to save them instead as excel documents which will allow you to filter the information.