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Feb 01, 2018
Can I automatically tag vendors who upload seller's permits?

I want to automatically tag vendors with PERMIT ON FILE whenever they upload a permit in the portal. Can we do that?

Us: Why do you need to? The reports can already show you everyone who's uploaded permits.

Well, some vendors still fax or mail in their permits, and we tag them individually. And we'd like to pull up a report with anyone who's submitted the permit, either via the portal or offline.

Us: I see. Why don't you upload the mailed/faxed documents to the vendor profile in ConventionForce?

Too much work! We'd rather just tag them all, but there's not an easy way to go back and tag everyone who's submitted the permit through the portal.

Us: Makes sense, we'll set it up!