Linked Customer and Vendor/Partner Fields
When you link a Vendor/Partner and a customer 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, GovWin Capture Management updates the respective field in the other Info Center.
When you select the customer name in the Linked Customer field on the General tab of the Vendor/Partner Info Center, the Vendor/Partner Name field on the General tab of the Customer Info Center displays the customer name.
When you select the Vendor/Partner option and assign a Vendor/Partner Name on the General Tab of the Customer Info Center, the Linked Customer on the General tab of the Vendor/Partner Info Center displays the Customer Name.
The following Customer Info Center tabs and fields... | Are mapped to these tabs and fields in the Vendor/Partner Info Center record... |
---|---|
Additional Info Tab | General Tab |
Specialty | Specialty |
Minority Status | Minority Status |
Prior Work | Prior Work |
Specialty Description | Specialty Description |
Recommend | Recommend |