Create `Customer` from `Vendor/Partner` Form

Use the Create Customer from Vendor/Partner form to configure Vendor/Partner Info Center records for conversion into records for the Customer Info Center.

Related Topics

Display the Create Customer from Vendor/Partner Form
You display the Create Customer from Vendor/Partner form in Advanced Utilities.
Toolbar of Create Customer from Vendor/Partner
Use the toolbar to check for duplicate records and to run the conversion utility.
Main Tab of Create Customer from Vendor/Partner
Use the Main tab to select the vendor/partner records that you want to convert to customer records. You can merge vendor/partner records into existing customer records or you can create new customer records.
Field Mapping Tab of Create Customer from Vendor/Partner
Use the Field Mapping Tab to select the vendor/partner fields to include when you convert vendor/partner records and to map those fields to their respective Customer Info Center fields.

Parent Topic: Create Customer from Vendor/Partner Utility

Create Customer from Vendor/Partner Form

Create `Customer` from `Vendor/Partner` Form