catfish

track account numbers and login notes per vendor

almost every vendor has an account number, a customer id, or a login. lose those and you spend 20 minutes on hold every time you call. the vendor card has a notes field built for exactly this.

3 steps~2 min

1
open the vendor card
click any vendor.
2
fill in the account-number field
the account-number field sits at the top — used by bluejay's payment dialog ("acct #1234 with home depot").
3
use the notes field for everything else
office hours, the rep's name + cell, the route into the warehouse, where to leave the truck. anything you'd rediscover the hard way without notes.
tip
for the actual login + password, use possum (your password vault), not the notes field. catfish notes aren't encrypted; possum is.

was this article helpful?

yes no

still stuck?

we respond to every message within 24 hours.

track account numbers and login notes per vendor

open the vendor card

fill in the account-number field

use the notes field for everything else

still stuck?

more in catfish

add your first vendor

log a payment to a vendor from bluejay

mark a vendor as preferred