- 1
open the equipment card
find the item you want to link to a vendor.
- 2
soft-link to a catfish vendor
if you've got the supplier in catfish (your vendor crm), pick them from the dropdown. the link is soft — change it later without breaking anything.
- 3
service time, you've got the supplier in one click
from the equipment card, the vendor link drops you straight to their catfish page — phone, email, payment terms, warranty info, all there.
tipif you don't have the vendor in catfish yet, add them first. it's a 30-second add and saves you the rummage every time the equipment needs attention.
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