Linked Client and Vendor Fields

When you link a Vendor and a client record, changes made to certain fields update between the two Info Centers.

The fields have a one-to-one relationship. If you make changes to any of these fields, Ajera CRM updates the respective field in the other Info Center.

When you select the client name in the Linked Client field on the General tab of the Vendor Info Center, the Vendor Name field on the General tab of the Client Info Center displays the client name.

When you select the Vendor option and assign a Vendor Name on the General Tab of the Client Info Center, the Linked Client on the General tab of the Vendor Info Center displays the Client Name.

The following Client Info Center tabs and fields...	Are mapped to these tabs and fields in the Vendor Info Center record...
Additional Info Tab	General Tab
Specialty	Specialty
Minority Status	Minority Status
Prior Work	Prior Work
Specialty Description	Specialty Description
Recommend	Recommend