Vantage release — 26.6.1

New

Vendor map view

Vendor Management module

The Vendors page now has a Map view. Toggle between map and list in the top-right corner to see your vendor network the way that works best for you.

Filters, search, and saved views all work in Map view, so the map updates as you narrow down your list.

Vendor onboarding form

Vendor Management module

You can now build and customize the vendor onboarding form directly in your workspace settings. Define the questions that matter to your shop, reorder them, and update them as your vetting process evolves.

Improved

Improved logic for addresses and assets

Included in all plans

We restructured how addresses and assets work across Vantage. Addresses are now standalone, reusable locations that can be linked to clients, opportunities, projects, events, and fixed assets.

You set an address on a client, and it carries over when you create an opportunity, project, or event for them. Fixed assets link to an address, and that address auto-fills when you assign the asset to an event.

Changelog

New

• Addresses feature.
• Vendor map view on the Vendors page.

Improved

• Improved logic for addresses and assets.
• Vendor onboarding form can be configured in the Workspace Settings.
• UX improvements to the event drawer.