Additional Info Tab of Client Info Center

Use the Additional Info tab to add information, such as minority status and the vendor's business specialty, to the client record.

Contents

Field Description
Socioeconomic Status Select a socioeconomic status for the vendor:
  • Disadvantaged Business
  • Small Business
  • Veteran Owned
  • Service Disabled Veteran Owned
  • Minority Owned
  • Woman Owned
  • HBCU or Minority Institution
  • Alaska Native

Vendor Information

Field Description
Specialty From the drop-down list, select the vendor's business specialty.
Prior Work Select this option if the vendor has done other work with your company.
Recommend Select this option to indicate that the vendor is recommended for future work with your company.
Specialty Description Enter a description of the vendor's business specialty, or any other information related to the vendor.

Click Edit to use the Text Editor to enter information.