--- title: VENDORS - Communications description: Send and track emails, create internal notes, alerts and calendar entries, and attach files for this Vendor record --- [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=120&name=Gemini-Logic-Logo%20(1).png)](https://www.geminilogic.com/) [User Manual](https://cs.geminilogic.com/en/migrated/manual) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view) Spire User Manual - Vendors - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) [Back to home](https://cs.geminilogic.com/en/migrated/manual) 1. [User Manual](https://cs.geminilogic.com/en/migrated/manual) 2. Spire User Manual - Vendors - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) # VENDORS - Communications ## Send and track emails, create internal notes, alerts and calendar entries, and attach files for this Vendor record **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-26-2023-12-38-33-4554-PM.png?width=50&height=50&name=image-png-Apr-26-2023-12-38-33-4554-PM.png)** ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-19-2023-10-52-12-1370-AM.png?width=652&height=237&name=image-png-Apr-19-2023-10-52-12-1370-AM.png) - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-07-08-22-2259-PM.png) Refresh** to load any Communications that may have been created since last refresh and that may not be displaying - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-05-37-50-99-PM.png?width=138&height=29&name=image-png-Aug-01-2022-05-37-50-99-PM.png) Communication List Filters / Search / Customization** -see [Vendor List - Access / List Functionality](https://cs.geminilogic.com/en/manual/%20vendors-access-list-functionality#%20VendorListFilters) - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-07-08-41-8088-PM.png) Export** Communications to Excel in .xlsx or CSV format - see [Vendors - Export](https://cs.geminilogic.com/en/manual/vendors-export) - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-07-08-49-7463-PM.png) Create** **Note** (Communication / Attachment) for the selected Vendor![VendorCommunication](https://cs.geminilogic.com/hs-fs/hubfs/VendorCommunication.png?width=622&height=293&name=VendorCommunication.png) - option to**![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-07-09-30-1707-PM.png)** **Insert Date/Time** into the message body - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-07-09-35-0811-PM.png) Add Attachment**(s) of any file type which will copy the file to C:\\ProgramData\\Spire\\ media - to centralize these files, there is the option to Migrate them onto the Spire Server in C:\\ProgramData\\Spire\\media\\(database name) - **Tools** > **Migrate Files** **                             ![ToolsMenuMigrateFiles-1](https://cs.geminilogic.com/hs-fs/hubfs/ToolsMenuMigrateFiles-1.png?width=183&height=142&name=ToolsMenuMigrateFiles-1.png) **                          ![MigrateFiles-2](https://cs.geminilogic.com/hs-fs/hubfs/MigrateFiles-2.png?width=210&height=128&name=MigrateFiles-2.png) - - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-07-09-42-2353-PM.png) Add Link** for a URL or file not in the centralized location mentioned above - - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-07-10-13-4617-PM.png) Open Related** (Vendor) - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-07-10-17-2757-PM.png)Mark Completed -** to insert the current logon date in the **Completed Date** field so this alert no longer pops up but you don’t want to delete it - enter **Subject** - select **Type** from a preset list or ![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-07-10-22-8417-PM.png) **Add** one on-the-fly from the browse list: ![VendorCommunicationTypeList](https://cs.geminilogic.com/hs-fs/hubfs/VendorCommunicationTypeList.png?width=353&height=155&name=VendorCommunicationTypeList.png) - enter the message in the body - **Assigned To** - any user in the system or leave blank for ‘Unassigned’ - **Due Date** (triggered by system date, not logon date) - schedule the message to: - - - popup at the Assigned User's logon:                       ![VendorCommunicationAlert](https://cs.geminilogic.com/hs-fs/hubfs/VendorCommunicationAlert.png?width=440&height=126&name=VendorCommunicationAlert.png) - - - - view all scheduled Alerts in Tools > **View Notes Due Today** - display a yellow banner when this Vendor record is opened ![VendorBannerYellow](https://cs.geminilogic.com/hs-fs/hubfs/VendorBannerYellow.png?width=589&height=99&name=VendorBannerYellow.png) - display on the Assigned User’s Calendar where the Communication can be accessed, with view options:       ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-08-2023-09-11-32-9490-PM.png?width=663&height=161&name=image-png-May-08-2023-09-11-32-9490-PM.png) - - - - Show Modules to select which originating Module(s) to display (from modules you currently have access to) - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-07-10-50-2395-PM.png?width=401&height=174&name=image-png-Dec-17-2022-07-10-50-2395-PM.png)Show Users** to select which User’s entries you wish to see in your Calendar if User Setting **View All Calendars** is checked - each User’s entries will be a different colour - - - - **![CheckBoxChecked](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxChecked.png?width=16&height=16&name=CheckBoxChecked.png) Show Unassigned** to see entries not assigned to a User (will show in black) - **![CheckBoxChecked](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxChecked.png?width=16&height=16&name=CheckBoxChecked.png) Show Completed** to display all Calendar entries marked as **[Completed](https://cs.geminilogic.com/en/migrated/manual/vendors-communications-tab#VendorsMarkedCompleted)** - **Number** - optionally sequence the communication, for sorting in Filters and Reports - **Completed Date** - enter any date to discontinue this alert or click on ![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-07-11-14-9454-PM.png) **Mark Completed** to insert the current logon date - - - ** ![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Print** - to print this message on the Purchase Order for this Vendor - Select **Where** – Purchase Order - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Alert **will: - cause a red banner to display when this Vendor record is opened ![VendorBannerRed](https://cs.geminilogic.com/hs-fs/hubfs/VendorBannerRed.png?width=688&height=111&name=VendorBannerRed.png) - activate a pop-up when the Vendor is used on a Purchase Order ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-18-2023-07-40-42-1252-PM.png?width=360&height=151&name=image-png-Apr-18-2023-07-40-42-1252-PM.png) - ** ![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-07-11-42-0836-PM.png) Save** /**![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-07-11-45-8175-PM.png)** **Save and Close** / ![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-07-11-49-6153-PM.png) **Save and Create New** - the Communication will also display here in the **Communications** module, where you have access to the following: ![CommunicationsModuleList](https://cs.geminilogic.com/hs-fs/hubfs/CommunicationsModuleList.png?width=688&height=217&name=CommunicationsModuleList.png) - - - - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-07-11-56-9593-PM.png) Mark Completed** to stop the Alert if you don’t want to delete it - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-07-12-00-7404-PM.png) Open Related** (Vendor record) - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-07-12-04-9471-PM.png) Create Email** - see [Vendors - Email](https://cs.geminilogic.com/en/manual/vendors-email) - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-07-12-12-1284-PM.png) Edit** the selected Communication - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-07-12-15-7762-PM.png) Delete** the selected Communication(s) - Communication **Context Menu** - right-click on any line(s) to display          ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-08-2023-09-08-48-0459-PM.png?width=165&height=166&name=image-png-May-08-2023-09-08-48-0459-PM.png)   Note that the colour of the banner displayed indicates the ‘status’ of the note: - Yellow - a date has been entered - Red - ‘Alert’ has been checked - Blue - no date has been entered, and ‘Alert' has not been checked [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini%20Logic%20-%20Black-1.png?height=120&name=Gemini%20Logic%20-%20Black-1.png)](https://www.geminilogic.com/) Gemini Logic - [![linkedin_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/linkedin_circle_color.png)](https://www.linkedin.com/company/2460588) - [![youtube_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/youtube_circle_color.png)](https://www.youtube.com/user/GeminiLogicInc/featured) - [![twitter_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/twitter_circle_color.png)](https://twitter.com/gemini_logic) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view)