Vendor Fields Mapped to Client Fields

When you create a new vendor record from an existing client record, Ajera CRM copies data from the client record to the new vendor record, mapping tabs and fields as necessary. After you create the new vendor record, changes to a field are automatically reflected in the corresponding field in the client record.

The following Client Info Center tabs and fields...	Map to these tabs and fields in the new Vendor Info Center record...
General Tab	General Tab
Client Name	Vendor Name
Addresses	Addresses (All addresses)
Phone	Phone
Web Site	Web Site
Status	Status
Additional Info Tab
Specialty	Specialty
Minority Status	Minority Status
Description	Speciality Description
Prior Work	Prior Work
Recommend	Recommend