Create Customer from Vendor/Partner Utility

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

Related Topics:

  • Create a Customer from a Vendor/Partner
    After you convert the vendor/partner records, you must use GovWin Capture Management Security Configuration to disable the Vendor/Partner Info Center for all roles.
  • 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.
Parent Topic: Advanced Utilities Overview