You can now add a custom Identifier to any contractor in your portal. This is useful for linking contractors to your internal systems, such as accounting codes, purchase order references, or any other internal naming conventions your company uses.

How It Works

• The identifier is unique to your portal only — it won't affect the contractor's details in other accounts
• Identifiers are fully searchable, so you can quickly find contractors by their identifier or company name
• Each contractor can have one identifier assigned

Adding or Editing an Identifier

1. Navigate to the contractor's profile in your portal
2. In the Company Details panel, locate the Identifier field
3. Click the edit icon next to the Identifier field
4. Enter your desired identifier (e.g. your accounting code for that contractor)
5. Click Save Changes
   

The identifier will now appear on the contractor's profile and can be used when searching for contractors.

Example Use Cases

• Accounting codes: Add your accounts payable vendor code to easily cross-reference contractors with your finance system
• Project codes: Assign project-specific codes to contractors for easier filtering and reporting
• Internal references: Use your own naming conventions to organise contractors in a way that suits your business

Searching by Identifier

Simply type part or all of an identifier into the contractor search field. Results will include matches based on both the company name and the identifier, making it quick to find the contractor you need.