One profile per sub — contacts, insurance, documents, job access
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Add Vendor
Vendors come from MarkSystems. Pick the vendor by name or number — the card takes the exact MarkSystems name and number. Not in MarkSystems yet? Add it there first, then reload the Vendor Listing.
MarkSystems Vendor Listing
Nothing changes until you press Load. Vendor numbers and names come from MarkSystems; every card and vendor row takes the listing's name.