Create Client from Vendor Utility

The Create Client from Vendor utility configures Vendor Info Center records for automatic conversion into records for the Client Info Center. This is useful if you want to merge data in the two Info Centers.

Related topics:

  • Create a Client from a Vendor
    After you convert the vendor records, you must use Ajera CRM Security Configuration to disable the Vendor Info Center for all roles.
  • Create Client from Vendor Form
    Use the Create Client from Vendor form to configure Vendor Info Center records for conversion into records for the Client Info Center.
Parent Topic: Advanced Utilities Overview