With Vendor Risk Management (VRM), you can now create custom metadata fields to track important vendor information unique to your organization. This feature gives you a more comprehensive and tailored view of your vendors all in one place.
This feature is especially useful for admins and teams managing vendor relationships who need to track more than the default fields. In addition to custom fields, we’ve also included two commonly requested standard fields: Contract Amount and Headquarters.
Create Custom Vendor Fields
You can create custom fields directly in the Vendor Settings page.
- Go to the Vendors page
- Select Settings
- Click on Custom vendor fields
- Choose the Field type and add an optional description
You’ll see a list of all custom fields that have been created and can manage them from here.
Available field types:
- Text
- Number
- Date
- Picklist
Edit Custom Field Values
Once your custom fields are set up, head to a vendor profile to enter or update values.
- Go to the Vendors page
- Select a specific vendor
- Navigate to the About page
- Scroll to the bottom to view and edit your custom fields
Updated