While we currently do not support uploading files to vendor records in the Contact Library, you can upload files to a vendor record from within an event. You can also utilize the “Private Notes” and “Client notes” areas within each vendor record in the Contact Library to add any notes and information you’d like to reference.
Private Notes are notes within each vendor record in your Contact Library that is for your reference, as the planner, only. We like keep certain information such as a vendor’s birthdate, love for Starbucks Caramel Macchiatos and other personal information that we may not necessarily want to share with our clients.
Client Notes include information that we do want to share with our clients, any information added here will automatically be imported into each wedding you add this vendor to. Because of this, we like to use the client notes field to include a brief introduction of each vendor and where applicable, general pricing information.
We look forward to adding the option to upload files, images and other information to vendors in your Contact Library soon! Click here to learn more about uploading files to vendor records within a wedding.